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 | $76,929 | $77,813-1.1% | $123,544-37.7% | $64,186+19.9% |
| Participation rate | 55.9% | 74.7%-18.8pp | 82.3%-26.4pp | 69.6%-13.7pp |
| Annual return | -5.25% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,305 | $3,014-56.7% | $4,628-71.8% | $2,381-45.2% |
| Participant deferral / active EE | $3,697 | $5,240-29.5% | $6,426-42.5% | $3,470+6.5% |
| Admin fee / account holder | $13,394 | $5,519+142.7% | $9,284+44.3% | $4,888+174.0% |