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 | $23,959 | $64,707-63.0% | $112,228-78.7% | $68,494-65.0% |
| Participation rate | 57.6% | 67.2%-9.6pp | 75.1%-17.5pp | 67.9%-10.3pp |
| Annual return | -19.28% | -11.40%-7.9pp | 27.45%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,740 | $2,746-36.6% | $3,635-52.1% | $2,596-33.0% |
| Participant deferral / active EE | $3,774 | $3,565+5.9% | $4,728-20.2% | $4,027-6.3% |
| Admin fee / account holder | $2,779 | $5,232-46.9% | $6,410-56.6% | $5,403-48.6% |