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 | $46,854 | $49,280-4.9% | $67,313-30.4% | $64,186-27.0% |
| Participation rate | 47.2% | 60.8%-13.6pp | 69.1%-21.9pp | 69.6%-22.3pp |
| Annual return | -6.27% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $286 | $1,668-82.9% | $2,566-88.9% | $2,381-88.0% |
| Participant deferral / active EE | $1,603 | $2,484-35.5% | $3,568-55.1% | $3,470-53.8% |
| Admin fee / account holder | $1,820 | $3,863-52.9% | $4,507-59.6% | $4,888-62.8% |