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 | $29,509 | $59,805-50.7% | $79,550-62.9% | $68,494-56.9% |
| Participation rate | 36.7% | 61.1%-24.3pp | 69.5%-32.8pp | 67.9%-31.2pp |
| Annual return | -15.82% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $819 | $1,505-45.6% | $2,413-66.1% | $2,596-68.5% |
| Participant deferral / active EE | $2,679 | $3,024-11.4% | $3,985-32.8% | $4,027-33.5% |
| Admin fee / account holder | $2,075 | $4,835-57.1% | $6,832-69.6% | $5,403-61.6% |