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 | $40,960 | $87,540-53.2% | $75,781-45.9% | $125,391-67.3% |
| Participation rate | 60.9% | 80.2%-19.3pp | 75.8%-14.9pp | 83.2%-22.3pp |
| Annual return | -2.87% | 13.48%-16.4pp | 9.68%-12.5pp | 282.22%-285.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,875 | $4,229+15.3% | $3,651+33.5% | $5,352-8.9% |
| Admin fee / account holder | $1,052 | $6,502-83.8% | $5,299-80.1% | $9,540-89.0% |