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 | $18,009 | $45,863-60.7% | $77,024-76.6% | $68,494-73.7% |
| Participation rate | 34.0% | 55.9%-21.9pp | 67.9%-33.9pp | 67.9%-33.9pp |
| Annual return | -19.01% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,458 | $1,650-11.6% | $2,812-48.1% | $2,596-43.8% |
| Participant deferral / active EE | $2,446 | $2,962-17.4% | $4,426-44.8% | $4,027-39.3% |
| Admin fee / account holder | $5,666 | $3,041+86.3% | $5,425+4.4% | $5,403+4.9% |