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 | $49,605 | $127,386-61.1% | $115,037-56.9% | $125,391-60.4% |
| Participation rate | 68.4% | 84.2%-15.7pp | 81.4%-12.9pp | 83.2%-14.8pp |
| Annual return | -2.71% | 31.28%-34.0pp | 26.14%-28.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,305 | $5,166-55.4% | $4,608-50.0% | $4,866-52.6% |
| Participant deferral / active EE | $3,164 | $6,423-50.7% | $6,026-47.5% | $5,352-40.9% |
| Admin fee / account holder | $13,681 | $9,516+43.8% | $8,175+67.4% | $9,540+43.4% |