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 | $25,589 | $59,805-57.2% | $79,550-67.8% | $68,494-62.6% |
| Participation rate | 62.7% | 61.1%+1.6pp | 69.5%-6.8pp | 67.9%-5.2pp |
| Annual return | -19.38% | -12.30%-7.1pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,682 | $1,505+11.8% | $2,413-30.3% | $2,596-35.2% |
| Participant deferral / active EE | $3,251 | $3,024+7.5% | $3,985-18.4% | $4,027-19.3% |
| Admin fee / account holder | $1,486 | $4,835-69.3% | $6,832-78.3% | $5,403-72.5% |