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 | $61,358 | $71,883-14.6% | $86,677-29.2% | $68,494-10.4% |
| Participation rate | 48.7% | 72.2%-23.5pp | 76.6%-27.9pp | 67.9%-19.2pp |
| Annual return | -14.90% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,113 | $2,173-2.7% | $2,836-25.5% | $2,596-18.6% |
| Participant deferral / active EE | $5,409 | $3,779+43.2% | $4,656+16.2% | $4,027+34.3% |
| Admin fee / account holder | $3,970 | $6,112-35.0% | $7,493-47.0% | $5,403-26.5% |