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 | $19,678 | $57,354-65.7% | $83,848-76.5% | $64,186-69.3% |
| Participation rate | 54.8% | 68.6%-13.8pp | 76.1%-21.3pp | 69.6%-14.7pp |
| Annual return | -7.11% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,625 | $2,545-36.2% | $3,631-55.2% | $2,381-31.8% |
| Participant deferral / active EE | $3,232 | $2,993+8.0% | $4,082-20.8% | $3,470-6.8% |
| Admin fee / account holder | $425 | $4,046-89.5% | $5,478-92.2% | $4,888-91.3% |