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 9-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 | $30,320 | $45,863-33.9% | $77,024-60.6% | $68,494-55.7% |
| Participation rate | 52.5% | 55.9%-3.4pp | 67.9%-15.4pp | 67.9%-15.4pp |
| Annual return | -17.29% | 1.72%-19.0pp | 42.32%-59.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $480 | $1,650-70.9% | $2,812-82.9% | $2,596-81.5% |
| Participant deferral / active EE | $3,707 | $2,962+25.2% | $4,426-16.2% | $4,027-7.9% |
| Admin fee / account holder | $3,212 | $3,041+5.6% | $5,425-40.8% | $5,403-40.5% |