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 4-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 | $72,658 | $45,863+58.4% | $77,024-5.7% | $68,494+6.1% |
| Participation rate | 40.4% | 55.9%-15.6pp | 67.9%-27.6pp | 67.9%-27.5pp |
| Annual return | -19.12% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.3pp |
| Employer contribution / active EE | $587 | $1,650-64.4% | $2,812-79.1% | $2,596-77.4% |
| Participant deferral / active EE | $3,266 | $2,962+10.3% | $4,426-26.2% | $4,027-18.9% |
| Admin fee / account holder | $3,176 | $3,041+4.5% | $5,425-41.5% | $5,403-41.2% |