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 5-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 | $73,523 | $45,863+60.3% | $77,024-4.5% | $68,494+7.3% |
| Participation rate | 30.8% | 55.9%-25.1pp | 67.9%-37.1pp | 67.9%-37.1pp |
| Annual return | -10.59% | 1.72%-12.3pp | 42.32%-52.9pp | -7.84%-2.7pp |
| Employer contribution / active EE | $853 | $1,650-48.3% | $2,812-69.7% | $2,596-67.2% |
| Participant deferral / active EE | $1,861 | $2,962-37.2% | $4,426-58.0% | $4,027-53.8% |
| Admin fee / account holder | $6,921 | $3,041+127.6% | $5,425+27.6% | $5,403+28.1% |