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 5-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 | $54,774 | $46,674+17.4% | $117,472-53.4% | $68,494-20.0% |
| Participation rate | 45.5% | 56.8%-11.3pp | 70.6%-25.1pp | 67.9%-22.4pp |
| Annual return | -16.91% | -14.52%-2.4pp | 29.74%-46.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $846 | $1,505-43.8% | $4,176-79.7% | $2,596-67.4% |
| Participant deferral / active EE | $930 | $2,636-64.7% | $4,070-77.1% | $4,027-76.9% |
| Admin fee / account holder | $2,417 | $4,020-39.9% | $5,645-57.2% | $5,403-55.3% |