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 | $31,350 | $50,958-38.5% | $74,550-57.9% | $64,186-51.2% |
| Participation rate | 65.0% | 61.1%+3.9pp | 69.1%-4.1pp | 69.6%-4.6pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $599 | $1,115-46.3% | $1,961-69.5% | $2,381-74.8% |
| Participant deferral / active EE | $1,716 | $2,301-25.4% | $3,108-44.8% | $3,470-50.5% |
| Admin fee / account holder | $10,881 | $4,223+157.7% | $5,060+115.1% | $4,888+122.6% |