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 6-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 | $27,273 | $59,805-54.4% | $79,550-65.7% | $68,494-60.2% |
| Participation rate | 68.9% | 61.1%+7.8pp | 69.5%-0.6pp | 67.9%+1.0pp |
| Annual return | -14.08% | -12.30%-1.8pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $888 | $1,505-41.0% | $2,413-63.2% | $2,596-65.8% |
| Participant deferral / active EE | $4,010 | $3,024+32.6% | $3,985+0.6% | $4,027-0.4% |
| Admin fee / account holder | $1,092 | $4,835-77.4% | $6,832-84.0% | $5,403-79.8% |