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 | $37,289 | $59,805-37.6% | $79,550-53.1% | $68,494-45.6% |
| Participation rate | 44.8% | 61.1%-16.2pp | 69.5%-24.7pp | 67.9%-23.1pp |
| Annual return | -9.05% | -12.30%+3.2pp | 0.16%-9.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,603 | $1,505+6.5% | $2,413-33.6% | $2,596-38.2% |
| Participant deferral / active EE | $6,796 | $3,024+124.7% | $3,985+70.5% | $4,027+68.7% |
| Admin fee / account holder | $4,055 | $4,835-16.1% | $6,832-40.6% | $5,403-24.9% |