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 | $38,779 | $71,883-46.1% | $86,677-55.3% | $68,494-43.4% |
| Participation rate | 68.9% | 72.2%-3.4pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -18.13% | 3.52%-21.7pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,616 | $2,173+20.4% | $2,836-7.8% | $2,596+0.7% |
| Participant deferral / active EE | $3,353 | $3,779-11.3% | $4,656-28.0% | $4,027-16.7% |
| Admin fee / account holder | $1,414 | $6,112-76.9% | $7,493-81.1% | $5,403-73.8% |