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 | $66,079 | $43,327+52.5% | $59,878+10.4% | $64,186+3.0% |
| Participation rate | 25.6% | 69.2%-43.6pp | 74.7%-49.1pp | 69.6%-44.0pp |
| Annual return | -2.79% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,156 | $2,546-54.6% | $3,402-66.0% | $3,470-66.7% |
| Admin fee / account holder | $1,708 | $3,005-43.2% | $3,590-52.4% | $4,888-65.1% |