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 | $37,066 | $58,320-36.4% | $86,436-57.1% | $66,914-44.6% |
| Participation rate | 67.3% | 78.6%-11.3pp | 80.3%-13.0pp | 69.8%-2.5pp |
| Annual return | -15.66% | -9.71%-5.9pp | 4394.89%-4410.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,661 | $2,615+1.7% | $3,769-29.4% | $2,544+4.6% |
| Participant deferral / active EE | $4,386 | $6,899-36.4% | $6,952-36.9% | $4,237+3.5% |
| Admin fee / account holder | $766 | $546+40.4% | $6,731-88.6% | $593+29.1% |