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 10-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 | $35,111 | $45,863-23.4% | $77,024-54.4% | $68,494-48.7% |
| Participation rate | 31.4% | 55.9%-24.5pp | 67.9%-36.5pp | 67.9%-36.5pp |
| Annual return | -1.09% | 1.72%-2.8pp | 42.32%-43.4pp | -7.84%+6.8pp |
| Employer contribution / active EE | $588 | $1,650-64.4% | $2,812-79.1% | $2,596-77.4% |
| Participant deferral / active EE | $1,980 | $2,962-33.1% | $4,426-55.3% | $4,027-50.8% |
| Admin fee / account holder | $3,290 | $3,041+8.2% | $5,425-39.4% | $5,403-39.1% |