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 9-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 | $33,110 | $69,010-52.0% | $159,960-79.3% | $68,494-51.7% |
| Participation rate | 54.8% | 65.4%-10.6pp | 78.0%-23.1pp | 67.9%-13.0pp |
| Annual return | -17.06% | -9.65%-7.4pp | 408.60%-425.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,743 | $2,213-21.3% | $4,226-58.8% | $2,596-32.9% |
| Participant deferral / active EE | $3,176 | $4,212-24.6% | $6,182-48.6% | $4,027-21.1% |
| Admin fee / account holder | $3,028 | $4,798-36.9% | $8,698-65.2% | $5,403-43.9% |