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 6-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 | $36,801 | $56,357-34.7% | $104,294-64.7% | $68,494-46.3% |
| Participation rate | 66.3% | 63.3%+3.0pp | 73.3%-7.0pp | 67.9%-1.6pp |
| Annual return | -17.52% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,462 | $1,960-25.4% | $3,372-56.6% | $2,596-43.7% |
| Participant deferral / active EE | $2,941 | $3,077-4.4% | $4,625-36.4% | $4,027-27.0% |
| Admin fee / account holder | $1,766 | $4,903-64.0% | $7,339-75.9% | $5,403-67.3% |