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 | $78,063 | $59,805+30.5% | $79,550-1.9% | $68,494+14.0% |
| Participation rate | 29.4% | 61.1%-31.7pp | 69.5%-40.1pp | 67.9%-38.5pp |
| Annual return | -19.34% | -12.30%-7.0pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,206 | $1,505-19.9% | $2,413-50.0% | $2,596-53.5% |
| Participant deferral / active EE | $3,340 | $3,024+10.4% | $3,985-16.2% | $4,027-17.1% |
| Admin fee / account holder | $4,011 | $4,835-17.0% | $6,832-41.3% | $5,403-25.8% |