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 | $26,852 | $45,863-41.5% | $77,024-65.1% | $68,494-60.8% |
| Participation rate | 60.0% | 55.9%+4.1pp | 67.9%-7.9pp | 67.9%-7.9pp |
| Annual return | -0.09% | 1.72%-1.8pp | 42.32%-42.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,396 | $1,650+105.9% | $2,812+20.8% | $2,596+30.8% |
| Participant deferral / active EE | $2,183 | $2,962-26.3% | $4,426-50.7% | $4,027-45.8% |
| Admin fee / account holder | $1,705 | $3,041-43.9% | $5,425-68.6% | $5,403-68.4% |