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 | $20,382 | $158,817-87.2% | $121,196-83.2% | $135,375-84.9% |
| Participation rate | 69.2% | 79.3%-10.1pp | 71.7%-2.5pp | 82.6%-13.4pp |
| Annual return | -7.96% | -0.64%-7.3pp | 16.93%-24.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,045 | $5,665-46.2% | $4,022-24.3% | $4,779-36.3% |
| Participant deferral / active EE | $4,302 | $4,005+7.4% | $3,344+28.6% | $5,609-23.3% |
| Admin fee / account holder | $4,385 | $6,512-32.7% | $5,019-12.6% | $10,827-59.5% |