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 | $19,658 | $45,863-57.1% | $77,024-74.5% | $68,494-71.3% |
| Participation rate | 35.7% | 55.9%-20.2pp | 67.9%-32.2pp | 67.9%-32.2pp |
| Annual return | -4.91% | 1.72%-6.6pp | 42.32%-47.2pp | -7.84%+2.9pp |
| Employer contribution / active EE | $1,209 | $1,650-26.7% | $2,812-57.0% | $2,596-53.4% |
| Participant deferral / active EE | $1,912 | $2,962-35.5% | $4,426-56.8% | $4,027-52.5% |
| Admin fee / account holder | $792 | $3,041-74.0% | $5,425-85.4% | $5,403-85.3% |