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 | $9,387 | $45,863-79.5% | $77,024-87.8% | $68,494-86.3% |
| Participation rate | 35.7% | 55.9%-20.2pp | 67.9%-32.2pp | 67.9%-32.2pp |
| Annual return | -10.27% | 1.72%-12.0pp | 42.32%-52.6pp | -7.84%-2.4pp |
| Employer contribution / active EE | $564 | $1,650-65.8% | $2,812-80.0% | $2,596-78.3% |
| Participant deferral / active EE | $1,321 | $2,962-55.4% | $4,426-70.1% | $4,027-67.2% |
| Admin fee / account holder | $698 | $3,041-77.1% | $5,425-87.1% | $5,403-87.1% |