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 | $45,711 | $69,010-33.8% | $159,960-71.4% | $68,494-33.3% |
| Participation rate | 51.0% | 65.4%-14.4pp | 78.0%-27.0pp | 67.9%-16.9pp |
| Annual return | -17.80% | -9.65%-8.2pp | 408.60%-426.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,320 | $2,213+4.8% | $4,226-45.1% | $2,596-10.6% |
| Participant deferral / active EE | $4,196 | $4,212-0.4% | $6,182-32.1% | $4,027+4.2% |
| Admin fee / account holder | $2,255 | $4,798-53.0% | $8,698-74.1% | $5,403-58.3% |