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 | $43,803 | $33,067+32.5% | $76,523-42.8% | $56,287-22.2% |
| Participation rate | 54.4% | 55.4%-1.0pp | 68.0%-13.6pp | 69.9%-15.5pp |
| Annual return | -5.37% | 2.72%-8.1pp | -0.27%-5.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,571 | $2,240+59.4% | $3,835-6.9% | $3,350+6.6% |
| Admin fee / account holder | $905 | $537+68.5% | $4,848-81.3% | $521+73.7% |