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 | $57,738 | $42,383+36.2% | $76,523-24.5% | $64,186-10.0% |
| Participation rate | 28.6% | 58.1%-29.6pp | 68.0%-39.4pp | 69.6%-41.0pp |
| Annual return | -6.30% | -16.54%+10.2pp | -0.27%-6.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $507 | $1,563-67.5% | $2,647-80.8% | $2,381-78.7% |
| Participant deferral / active EE | $1,055 | $2,566-58.9% | $3,835-72.5% | $3,470-69.6% |
| Admin fee / account holder | $4,022 | $3,198+25.8% | $4,848-17.1% | $4,888-17.7% |