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 | $15,649 | $45,863-65.9% | $77,024-79.7% | $68,494-77.2% |
| Participation rate | 58.3% | 55.9%+2.4pp | 67.9%-9.6pp | 67.9%-9.6pp |
| Annual return | -15.12% | 1.72%-16.8pp | 42.32%-57.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,119 | $1,650-32.2% | $2,812-60.2% | $2,596-56.9% |
| Participant deferral / active EE | $2,037 | $2,962-31.2% | $4,426-54.0% | $4,027-49.4% |
| Admin fee / account holder | $1,784 | $3,041-41.3% | $5,425-67.1% | $5,403-67.0% |