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 | $50,641 | $81,900-38.2% | $119,609-57.7% | $68,494-26.1% |
| Participation rate | 67.6% | 71.9%-4.3pp | 79.3%-11.7pp | 67.9%-0.3pp |
| Annual return | -17.01% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,102 | $2,693-22.0% | $4,232-50.3% | $2,596-19.0% |
| Participant deferral / active EE | $3,699 | $4,148-10.8% | $5,602-34.0% | $4,027-8.2% |
| Admin fee / account holder | $841 | $6,582-87.2% | $10,323-91.9% | $5,403-84.4% |