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 | $39,407 | $81,900-51.9% | $119,609-67.1% | $68,494-42.5% |
| Participation rate | 65.9% | 71.9%-6.0pp | 79.3%-13.4pp | 67.9%-2.0pp |
| Annual return | -15.23% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $778 | $2,693-71.1% | $4,232-81.6% | $2,596-70.0% |
| Participant deferral / active EE | $2,082 | $4,148-49.8% | $5,602-62.8% | $4,027-48.3% |
| Admin fee / account holder | $759 | $6,582-88.5% | $10,323-92.6% | $5,403-85.9% |