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 6-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 | $34,974 | $45,863-23.7% | $77,024-54.6% | $68,494-48.9% |
| Participation rate | 46.2% | 55.9%-9.8pp | 67.9%-21.8pp | 67.9%-21.7pp |
| Annual return | -11.53% | 1.72%-13.2pp | 42.32%-53.8pp | -7.84%-3.7pp |
| Employer contribution / active EE | $637 | $1,650-61.4% | $2,812-77.3% | $2,596-75.5% |
| Participant deferral / active EE | $1,582 | $2,962-46.6% | $4,426-64.3% | $4,027-60.7% |
| Admin fee / account holder | $1,786 | $3,041-41.3% | $5,425-67.1% | $5,403-66.9% |