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 6-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 | $30,451 | $25,979+17.2% | $71,735-57.6% | $68,494-55.5% |
| Participation rate | 23.4% | 54.5%-31.1pp | 62.3%-38.9pp | 67.9%-44.5pp |
| Annual return | -18.48% | -15.10%-3.4pp | 9.14%-27.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,873 | $900+108.0% | $1,704+9.9% | $2,596-27.9% |
| Participant deferral / active EE | $3,397 | $1,522+123.2% | $2,658+27.8% | $4,027-15.6% |
| Admin fee / account holder | $1,219 | $2,022-39.7% | $3,974-69.3% | $5,403-77.4% |