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 | $51,894 | $45,863+13.1% | $77,024-32.6% | $68,494-24.2% |
| Participation rate | 14.7% | 55.9%-41.2pp | 67.9%-53.2pp | 67.9%-53.2pp |
| Annual return | -17.25% | 1.72%-19.0pp | 42.32%-59.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $258 | $1,650-84.3% | $2,812-90.8% | $2,596-90.1% |
| Participant deferral / active EE | $2,128 | $2,962-28.2% | $4,426-51.9% | $4,027-47.2% |
| Admin fee / account holder | $11,784 | $3,041+287.6% | $5,425+117.2% | $5,403+118.1% |