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 | $41,268 | $45,863-10.0% | $77,024-46.4% | $68,494-39.7% |
| Participation rate | 50.8% | 55.9%-5.1pp | 67.9%-17.1pp | 67.9%-17.1pp |
| Annual return | -16.66% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,790 | $1,650+8.5% | $2,812-36.4% | $2,596-31.1% |
| Participant deferral / active EE | $3,136 | $2,962+5.9% | $4,426-29.2% | $4,027-22.1% |
| Admin fee / account holder | $1,912 | $3,041-37.1% | $5,425-64.8% | $5,403-64.6% |