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 | $92,300 | $62,586+47.5% | $76,768+20.2% | $64,186+43.8% |
| Participation rate | 52.2% | 72.8%-20.6pp | 77.0%-24.8pp | 69.6%-17.4pp |
| Annual return | -3.41% | -1.95%-1.5pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,193 | $3,145-30.3% | $3,852-43.1% | $3,470-36.8% |
| Admin fee / account holder | $2,374 | $4,667-49.1% | $6,675-64.4% | $4,888-51.4% |