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 | $29,818 | $73,867-59.6% | $143,757-79.3% | $68,494-56.5% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.4pp | 67.9%0pp |
| Annual return | -16.31% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,219 | $3,184-30.3% | $4,951-55.2% | $2,596-14.5% |
| Participant deferral / active EE | $3,651 | $3,384+7.9% | $5,637-35.2% | $4,027-9.3% |
| Admin fee / account holder | $401 | $5,755-93.0% | $14,673-97.3% | $5,403-92.6% |