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 | $36,490 | $46,674-21.8% | $117,472-68.9% | $68,494-46.7% |
| Participation rate | 39.4% | 56.8%-17.4pp | 70.6%-31.2pp | 67.9%-28.5pp |
| Annual return | -14.93% | -14.52%-0.4pp | 29.74%-44.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $871 | $1,505-42.1% | $4,176-79.1% | $2,596-66.5% |
| Participant deferral / active EE | $2,450 | $2,636-7.1% | $4,070-39.8% | $4,027-39.2% |
| Admin fee / account holder | $3,475 | $4,020-13.5% | $5,645-38.4% | $5,403-35.7% |