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 | $22,825 | $45,863-50.2% | $77,024-70.4% | $68,494-66.7% |
| Participation rate | 15.4% | 55.9%-40.5pp | 67.9%-52.5pp | 67.9%-52.5pp |
| Annual return | -19.01% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.2pp |
| Employer contribution / active EE | $528 | $1,650-68.0% | $2,812-81.2% | $2,596-79.7% |
| Participant deferral / active EE | $1,456 | $2,962-50.8% | $4,426-67.1% | $4,027-63.8% |
| Admin fee / account holder | $1,234 | $3,041-59.4% | $5,425-77.3% | $5,403-77.2% |