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 7-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 | $26,586 | $54,229-51.0% | $70,092-62.1% | $68,494-61.2% |
| Participation rate | 52.9% | 64.5%-11.5pp | 70.5%-17.5pp | 67.9%-14.9pp |
| Annual return | -12.89% | -13.87%+1.0pp | 190.73%-203.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,508 | $2,018-25.3% | $2,559-41.1% | $2,596-41.9% |
| Participant deferral / active EE | $2,258 | $2,956-23.6% | $3,849-41.3% | $4,027-43.9% |
| Admin fee / account holder | $2,918 | $4,694-37.8% | $6,267-53.4% | $5,403-46.0% |