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 7-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 | $91,338 | $81,900+11.5% | $119,609-23.6% | $68,494+33.4% |
| Participation rate | 60.7% | 71.9%-11.2pp | 79.3%-18.5pp | 67.9%-7.2pp |
| Annual return | -12.51% | -23.82%+11.3pp | -14.97%+2.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,247 | $4,148-21.7% | $5,602-42.0% | $4,027-19.4% |
| Admin fee / account holder | $30,518 | $6,582+363.7% | $10,323+195.6% | $5,403+464.9% |