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 | $9,563 | $45,863-79.1% | $77,024-87.6% | $68,494-86.0% |
| Participation rate | 46.8% | 55.9%-9.1pp | 67.9%-21.1pp | 67.9%-21.1pp |
| Annual return | -19.44% | 1.72%-21.2pp | 42.32%-61.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $610 | $1,650-63.0% | $2,812-78.3% | $2,596-76.5% |
| Participant deferral / active EE | $1,396 | $2,962-52.9% | $4,426-68.5% | $4,027-65.3% |
| Admin fee / account holder | $732 | $3,041-75.9% | $5,425-86.5% | $5,403-86.4% |