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 | $17,783 | $45,863-61.2% | $77,024-76.9% | $68,494-74.0% |
| Participation rate | 39.5% | 55.9%-16.4pp | 67.9%-28.4pp | 67.9%-28.4pp |
| Annual return | -19.33% | 1.72%-21.0pp | 42.32%-61.6pp | -7.84%-11.5pp |
| Employer contribution / active EE | $420 | $1,650-74.5% | $2,812-85.1% | $2,596-83.8% |
| Participant deferral / active EE | $2,697 | $2,962-9.0% | $4,426-39.1% | $4,027-33.0% |
| Admin fee / account holder | $3,230 | $3,041+6.2% | $5,425-40.5% | $5,403-40.2% |