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 9-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 | $38,254 | $81,900-53.3% | $119,609-68.0% | $68,494-44.2% |
| Participation rate | 35.4% | 71.9%-36.5pp | 79.3%-43.9pp | 67.9%-32.5pp |
| Annual return | -17.32% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,168 | $2,693-56.6% | $4,232-72.4% | $2,596-55.0% |
| Participant deferral / active EE | $2,534 | $4,148-38.9% | $5,602-54.8% | $4,027-37.1% |
| Admin fee / account holder | $6,964 | $6,582+5.8% | $10,323-32.5% | $5,403+28.9% |