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 | $24,909 | $48,265-48.4% | $68,791-63.8% | $68,494-63.6% |
| Participation rate | 61.5% | 60.7%+0.9pp | 69.0%-7.5pp | 67.9%-6.3pp |
| Annual return | -17.75% | -12.71%-5.0pp | -6.38%-11.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,754 | $1,829-4.1% | $2,655-33.9% | $2,596-32.4% |
| Participant deferral / active EE | $2,552 | $2,867-11.0% | $3,941-35.2% | $4,027-36.6% |
| Admin fee / account holder | $1,152 | $4,355-73.6% | $4,932-76.6% | $5,403-78.7% |