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 | $23,688 | $56,357-58.0% | $104,294-77.3% | $68,494-65.4% |
| Participation rate | 43.3% | 63.3%-19.9pp | 73.3%-29.9pp | 67.9%-24.6pp |
| Annual return | -18.89% | -9.19%-9.7pp | 24.61%-43.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $982 | $1,960-49.9% | $3,372-70.9% | $2,596-62.2% |
| Participant deferral / active EE | $2,178 | $3,077-29.2% | $4,625-52.9% | $4,027-45.9% |
| Admin fee / account holder | $1,905 | $4,903-61.1% | $7,339-74.0% | $5,403-64.7% |