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 | $23,853 | $50,958-53.2% | $74,550-68.0% | $64,186-62.8% |
| Participation rate | 68.7% | 61.1%+7.6pp | 69.1%-0.5pp | 69.6%-0.9pp |
| Annual return | -7.11% | -1.86%-5.3pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $893 | $1,115-20.0% | $1,961-54.5% | $2,381-62.5% |
| Participant deferral / active EE | $2,084 | $2,301-9.4% | $3,108-32.9% | $3,470-39.9% |
| Admin fee / account holder | $3,795 | $4,223-10.1% | $5,060-25.0% | $4,888-22.4% |