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 9-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 | $41,552 | $43,504-4.5% | $68,793-39.6% | $56,287-26.2% |
| Participation rate | 46.0% | 67.8%-21.8pp | 72.2%-26.2pp | 69.9%-23.8pp |
| Annual return | -6.14% | -3.15%-3.0pp | -4.63%-1.5pp | -9.96%+3.8pp |
| Employer contribution / active EE | $534 | $1,525-65.0% | $2,625-79.7% | $2,111-74.7% |
| Participant deferral / active EE | $3,465 | $2,509+38.1% | $3,311+4.6% | $3,350+3.4% |
| Admin fee / account holder | $1,307 | $515+153.8% | $5,131-74.5% | $521+150.9% |