See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,243 | $64,839-71.9% | $95,585-80.9% | $84,808-78.5% |
| Participation rate | 57.7% | 63.8%-6.1pp | 72.1%-14.4pp | 68.3%-10.6pp |
| Annual return | 23.21% | -670.96%+694.2pp | 38.56%-15.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,238 | $1,759-29.6% | $2,527-51.0% | $2,631-52.9% |
| Participant deferral / active EE | $1,558 | $2,965-47.5% | $4,023-61.3% | $4,212-63.0% |
| Admin fee / account holder | $407 | $5,964-93.2% | $6,127-93.4% | $7,344-94.5% |