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 6-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 | $56,716 | $76,912-26.3% | $129,110-56.1% | $68,494-17.2% |
| Participation rate | 63.2% | 69.1%-6.0pp | 77.3%-14.1pp | 67.9%-4.7pp |
| Annual return | -6.74% | -9.78%+3.0pp | -10.94%+4.2pp | -7.84%+1.1pp |
| Employer contribution / active EE | $1,444 | $3,243-55.5% | $5,052-71.4% | $2,596-44.4% |
| Participant deferral / active EE | $2,472 | $4,732-47.8% | $6,542-62.2% | $4,027-38.6% |
| Admin fee / account holder | $1,079 | $6,638-83.7% | $14,302-92.5% | $5,403-80.0% |