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 | $65,214 | $45,825+42.3% | $90,645-28.1% | $56,287+15.9% |
| Participation rate | 33.7% | 66.7%-33.0pp | 74.0%-40.4pp | 69.9%-36.2pp |
| Annual return | -3.81% | 38.64%-42.5pp | 1.88%-5.7pp | -9.96%+6.2pp |
| Employer contribution / active EE | $628 | $1,372-54.2% | $2,532-75.2% | $2,111-70.2% |
| Participant deferral / active EE | $1,512 | $2,562-41.0% | $3,425-55.9% | $3,350-54.9% |
| Admin fee / account holder | $3,105 | $413+652.4% | $4,994-37.8% | $521+496.0% |