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 | $32,482 | $77,813-58.3% | $123,544-73.7% | $64,186-49.4% |
| Participation rate | 67.5% | 74.7%-7.2pp | 82.3%-14.8pp | 69.6%-2.1pp |
| Annual return | -6.06% | 12.48%-18.5pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,013 | $3,014-33.2% | $4,628-56.5% | $2,381-15.5% |
| Participant deferral / active EE | $3,899 | $5,240-25.6% | $6,426-39.3% | $3,470+12.4% |
| Admin fee / account holder | $3,538 | $5,519-35.9% | $9,284-61.9% | $4,888-27.6% |