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 8-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 | $15,185 | $49,280-69.2% | $67,313-77.4% | $64,186-76.3% |
| Participation rate | 64.7% | 60.8%+3.9pp | 69.1%-4.4pp | 69.6%-4.9pp |
| Annual return | -6.00% | -1.39%-4.6pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $654 | $1,668-60.8% | $2,566-74.5% | $2,381-72.5% |
| Participant deferral / active EE | $1,384 | $2,484-44.3% | $3,568-61.2% | $3,470-60.1% |
| Admin fee / account holder | $2,468 | $3,863-36.1% | $4,507-45.2% | $4,888-49.5% |