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 | $19,839 | $48,265-58.9% | $68,791-71.2% | $68,494-71.0% |
| Participation rate | 44.4% | 60.7%-16.2pp | 69.0%-24.6pp | 67.9%-23.4pp |
| Annual return | -3.88% | -12.71%+8.8pp | -6.38%+2.5pp | -7.84%+4.0pp |
| Employer contribution / active EE | $546 | $1,829-70.1% | $2,655-79.4% | $2,596-79.0% |
| Participant deferral / active EE | $1,024 | $2,867-64.3% | $3,941-74.0% | $4,027-74.6% |
| Admin fee / account holder | $1,039 | $4,355-76.1% | $4,932-78.9% | $5,403-80.8% |