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 | $75,810 | $92,222-17.8% | $76,768-1.2% | $135,375-44.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -6.79% | 5.46%-12.3pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,553 | $3,216-51.7% | $2,485-37.5% | $4,779-67.5% |
| Participant deferral / active EE | $4,251 | $4,509-5.7% | $3,852+10.4% | $5,609-24.2% |
| Admin fee / account holder | $1,646 | $10,748-84.7% | $6,675-75.3% | $10,827-84.8% |