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 | $15,861 | $45,863-65.4% | $77,024-79.4% | $68,494-76.8% |
| Participation rate | 28.6% | 55.9%-27.3pp | 67.9%-39.3pp | 67.9%-39.3pp |
| Annual return | -16.73% | 1.72%-18.5pp | 42.32%-59.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $650 | $1,650-60.6% | $2,812-76.9% | $2,596-75.0% |
| Participant deferral / active EE | $1,665 | $2,962-43.8% | $4,426-62.4% | $4,027-58.7% |
| Admin fee / account holder | $1,893 | $3,041-37.7% | $5,425-65.1% | $5,403-65.0% |