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 9-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 | $26,975 | $47,848-43.6% | $81,478-66.9% | $70,131-61.5% |
| Participation rate | 56.1% | 58.3%-2.2pp | 68.0%-11.9pp | 69.5%-13.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,778 | $1,527+16.4% | $2,568-30.8% | $2,342-24.1% |
| Participant deferral / active EE | $3,279 | $2,453+33.7% | $3,537-7.3% | $3,332-1.6% |
| Admin fee / account holder | $10,050 | $3,145+219.6% | $4,561+120.3% | $4,645+116.3% |