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 4-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 | $62,293 | $59,805+4.2% | $79,550-21.7% | $68,494-9.1% |
| Participation rate | 44.7% | 61.1%-16.3pp | 69.5%-24.7pp | 67.9%-23.2pp |
| Annual return | -18.19% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,110 | $1,505-26.3% | $2,413-54.0% | $2,596-57.3% |
| Participant deferral / active EE | $3,442 | $3,024+13.8% | $3,985-13.6% | $4,027-14.5% |
| Admin fee / account holder | $10,738 | $4,835+122.1% | $6,832+57.2% | $5,403+98.8% |