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 | $8,112 | $45,863-82.3% | $77,024-89.5% | $68,494-88.2% |
| Participation rate | 45.3% | 55.9%-10.6pp | 67.9%-22.6pp | 67.9%-22.5pp |
| Annual return | -17.66% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $756 | $1,650-54.2% | $2,812-73.1% | $2,596-70.9% |
| Participant deferral / active EE | $1,605 | $2,962-45.8% | $4,426-63.7% | $4,027-60.1% |
| Admin fee / account holder | $1,415 | $3,041-53.5% | $5,425-73.9% | $5,403-73.8% |