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 8-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 | $29,898 | $31,388-4.7% | $73,545-59.3% | $62,292-52.0% |
| Participation rate | 67.6% | 39.9%+27.7pp | 54.9%+12.7pp | 69.5%-1.9pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $585 | $498+17.5% | $1,219-52.0% | $2,042-71.3% |
| Participant deferral / active EE | $1,257 | $1,028+22.3% | $1,806-30.4% | $3,169-60.3% |
| Admin fee / account holder | $1,457 | $299+386.5% | $2,320-37.2% | $479+203.9% |