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 | $33,978 | $42,894-20.8% | $60,874-44.2% | $68,494-50.4% |
| Participation rate | 55.9% | 66.8%-10.9pp | 73.1%-17.2pp | 67.9%-12.0pp |
| Annual return | 18.28% | -13.98%+32.3pp | 16.90%+1.4pp | -7.84%+26.1pp |
| Employer contribution / active EE | $2,062 | $1,978+4.3% | $2,701-23.7% | $2,596-20.6% |
| Participant deferral / active EE | $3,938 | $2,867+37.4% | $3,817+3.2% | $4,027-2.2% |
| Admin fee / account holder | $605 | $3,101-80.5% | $3,224-81.3% | $5,403-88.8% |