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 | $61,556 | $45,863+34.2% | $77,024-20.1% | $68,494-10.1% |
| Participation rate | 18.2% | 55.9%-37.7pp | 67.9%-49.7pp | 67.9%-49.7pp |
| Annual return | -16.52% | 1.72%-18.2pp | 42.32%-58.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $488 | $1,650-70.4% | $2,812-82.7% | $2,596-81.2% |
| Participant deferral / active EE | $1,532 | $2,962-48.3% | $4,426-65.4% | $4,027-62.0% |
| Admin fee / account holder | $1,056 | $3,041-65.3% | $5,425-80.5% | $5,403-80.5% |