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 | $43,154 | $64,707-33.3% | $112,228-61.5% | $68,494-37.0% |
| Participation rate | 68.1% | 67.2%+0.9pp | 75.1%-7.0pp | 67.9%+0.2pp |
| Annual return | -17.70% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,340 | $2,746-14.8% | $3,635-35.6% | $2,596-9.9% |
| Participant deferral / active EE | $5,089 | $3,565+42.8% | $4,728+7.6% | $4,027+26.4% |
| Admin fee / account holder | $4,745 | $5,232-9.3% | $6,410-26.0% | $5,403-12.2% |