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 7-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 | $21,853 | $45,863-52.4% | $77,024-71.6% | $68,494-68.1% |
| Participation rate | 60.6% | 55.9%+4.7pp | 67.9%-7.3pp | 67.9%-7.3pp |
| Annual return | -14.76% | 1.72%-16.5pp | 42.32%-57.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $897 | $1,650-45.6% | $2,812-68.1% | $2,596-65.5% |
| Participant deferral / active EE | $5,529 | $2,962+86.7% | $4,426+24.9% | $4,027+37.3% |
| Admin fee / account holder | $1,534 | $3,041-49.5% | $5,425-71.7% | $5,403-71.6% |