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 | $15,550 | $45,863-66.1% | $77,024-79.8% | $68,494-77.3% |
| Participation rate | 38.9% | 55.9%-17.0pp | 67.9%-29.0pp | 67.9%-29.0pp |
| Annual return | -19.46% | 1.72%-21.2pp | 42.32%-61.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $713 | $1,650-56.8% | $2,812-74.7% | $2,596-72.5% |
| Participant deferral / active EE | $2,367 | $2,962-20.1% | $4,426-46.5% | $4,027-41.2% |
| Admin fee / account holder | $834 | $3,041-72.6% | $5,425-84.6% | $5,403-84.6% |