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 | $37,073 | $81,900-54.7% | $119,609-69.0% | $68,494-45.9% |
| Participation rate | 53.1% | 71.9%-18.8pp | 79.3%-26.2pp | 67.9%-14.8pp |
| Annual return | -16.87% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,574 | $2,693-41.5% | $4,232-62.8% | $2,596-39.4% |
| Participant deferral / active EE | $3,111 | $4,148-25.0% | $5,602-44.5% | $4,027-22.8% |
| Admin fee / account holder | $2,461 | $6,582-62.6% | $10,323-76.2% | $5,403-54.5% |