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 | $57,346 | $78,694-27.1% | $67,652-15.2% | $125,391-54.3% |
| Participation rate | 46.7% | 78.8%-32.1pp | 75.7%-29.0pp | 83.2%-36.5pp |
| Annual return | -0.83% | 9.46%-10.3pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,639 | $3,044-46.2% | $2,266-27.7% | $4,866-66.3% |
| Participant deferral / active EE | $2,701 | $4,292-37.1% | $3,560-24.1% | $5,352-49.5% |
| Admin fee / account holder | $3,266 | $7,403-55.9% | $4,821-32.2% | $9,540-65.8% |