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 | $13,591 | $42,383-67.9% | $76,523-82.2% | $64,186-78.8% |
| Participation rate | 43.4% | 58.1%-14.8pp | 68.0%-24.6pp | 69.6%-26.2pp |
| Annual return | 8.56% | -16.54%+25.1pp | -0.27%+8.8pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,164 | $1,563-25.6% | $2,647-56.0% | $2,381-51.1% |
| Participant deferral / active EE | $1,651 | $2,566-35.7% | $3,835-57.0% | $3,470-52.4% |
| Admin fee / account holder | $2,089 | $3,198-34.7% | $4,848-56.9% | $4,888-57.3% |