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 7-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 | $36,779 | $81,900-55.1% | $119,609-69.3% | $68,494-46.3% |
| Participation rate | 43.8% | 71.9%-28.1pp | 79.3%-35.5pp | 67.9%-24.1pp |
| Annual return | -18.22% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,776 | $2,693-34.1% | $4,232-58.0% | $2,596-31.6% |
| Participant deferral / active EE | $4,227 | $4,148+1.9% | $5,602-24.6% | $4,027+4.9% |
| Admin fee / account holder | $1,853 | $6,582-71.8% | $10,323-82.0% | $5,403-65.7% |