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 | $21,858 | $73,867-70.4% | $143,757-84.8% | $68,494-68.1% |
| Participation rate | 66.0% | 66.7%-0.6pp | 80.3%-14.3pp | 67.9%-1.9pp |
| Annual return | -18.89% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,678 | $3,184-47.3% | $4,951-66.1% | $2,596-35.4% |
| Participant deferral / active EE | $3,827 | $3,384+13.1% | $5,637-32.1% | $4,027-5.0% |
| Admin fee / account holder | $326 | $5,755-94.3% | $14,673-97.8% | $5,403-94.0% |