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 | $30,150 | $45,863-34.3% | $77,024-60.9% | $68,494-56.0% |
| Participation rate | 51.9% | 55.9%-4.1pp | 67.9%-16.1pp | 67.9%-16.0pp |
| Annual return | -18.62% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,455 | $1,650-11.8% | $2,812-48.3% | $2,596-44.0% |
| Participant deferral / active EE | $3,369 | $2,962+13.7% | $4,426-23.9% | $4,027-16.3% |
| Admin fee / account holder | $880 | $3,041-71.1% | $5,425-83.8% | $5,403-83.7% |