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 | $37,860 | $45,863-17.5% | $77,024-50.8% | $68,494-44.7% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -15.06% | 1.72%-16.8pp | 42.32%-57.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,244 | $1,650-24.6% | $2,812-55.8% | $2,596-52.1% |
| Participant deferral / active EE | $2,349 | $2,962-20.7% | $4,426-46.9% | $4,027-41.7% |
| Admin fee / account holder | $3,089 | $3,041+1.6% | $5,425-43.1% | $5,403-42.8% |