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 | $23,372 | $95,193-75.4% | $76,523-69.5% | $135,375-82.7% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -3.12% | 4.85%-8.0pp | -0.27%-2.8pp | 519.73%-522.9pp |
| Employer contribution / active EE | $961 | $3,302-70.9% | $2,647-63.7% | $4,779-79.9% |
| Participant deferral / active EE | $3,354 | $4,639-27.7% | $3,835-12.6% | $5,609-40.2% |
| Admin fee / account holder | $9,485 | $6,249+51.8% | $4,848+95.6% | $10,827-12.4% |