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 | $20,376 | $73,867-72.4% | $143,757-85.8% | $68,494-70.3% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.3pp | 67.9%+1.1pp |
| Annual return | -17.62% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,283 | $3,184-28.3% | $4,951-53.9% | $2,596-12.1% |
| Participant deferral / active EE | $3,241 | $3,384-4.2% | $5,637-42.5% | $4,027-19.5% |
| Admin fee / account holder | $2,933 | $5,755-49.0% | $14,673-80.0% | $5,403-45.7% |