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 6-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 | $21,944 | $59,805-63.3% | $79,550-72.4% | $68,494-68.0% |
| Participation rate | 23.1% | 61.1%-38.0pp | 69.5%-46.4pp | 67.9%-44.8pp |
| Annual return | -4.35% | -12.30%+8.0pp | 0.16%-4.5pp | -7.84%+3.5pp |
| Employer contribution / active EE | $1,244 | $1,505-17.3% | $2,413-48.4% | $2,596-52.1% |
| Participant deferral / active EE | $1,849 | $3,024-38.9% | $3,985-53.6% | $4,027-54.1% |
| Admin fee / account holder | $1,060 | $4,835-78.1% | $6,832-84.5% | $5,403-80.4% |