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 7-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 | $41,556 | $59,805-30.5% | $79,550-47.8% | $68,494-39.3% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.5%-13.9pp | 67.9%-12.3pp |
| Annual return | -18.78% | -12.30%-6.5pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,395 | $1,505-7.3% | $2,413-42.2% | $2,596-46.3% |
| Participant deferral / active EE | $2,640 | $3,024-12.7% | $3,985-33.8% | $4,027-34.4% |
| Admin fee / account holder | $1,610 | $4,835-66.7% | $6,832-76.4% | $5,403-70.2% |