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 | $35,227 | $59,805-41.1% | $79,550-55.7% | $68,494-48.6% |
| Participation rate | 21.1% | 61.1%-39.9pp | 69.5%-48.4pp | 67.9%-46.8pp |
| Annual return | -11.75% | -12.30%+0.5pp | 0.16%-11.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $978 | $1,505-35.0% | $2,413-59.5% | $2,596-62.3% |
| Participant deferral / active EE | $2,592 | $3,024-14.3% | $3,985-35.0% | $4,027-35.6% |
| Admin fee / account holder | $381 | $4,835-92.1% | $6,832-94.4% | $5,403-92.9% |