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 | $12,010 | $42,894-72.0% | $60,874-80.3% | $68,494-82.5% |
| Participation rate | 23.2% | 66.8%-43.6pp | 73.1%-49.9pp | 67.9%-44.7pp |
| Annual return | -11.18% | -13.98%+2.8pp | 16.90%-28.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $873 | $1,978-55.9% | $2,701-67.7% | $2,596-66.4% |
| Participant deferral / active EE | $1,854 | $2,867-35.3% | $3,817-51.4% | $4,027-54.0% |
| Admin fee / account holder | $576 | $3,101-81.4% | $3,224-82.1% | $5,403-89.3% |