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 | $42,734 | $86,655-50.7% | $119,609-64.3% | $66,914-36.1% |
| Participation rate | 59.0% | 75.6%-16.6pp | 79.3%-20.3pp | 69.8%-10.8pp |
| Annual return | -17.56% | -8.00%-9.6pp | -14.97%-2.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,937 | $2,536-23.6% | $4,232-54.2% | $2,544-23.9% |
| Participant deferral / active EE | $2,969 | $4,358-31.9% | $5,602-47.0% | $4,237-29.9% |
| Admin fee / account holder | $8,479 | $755+1023.5% | $10,323-17.9% | $593+1329.2% |