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 | $75,113 | $110,094-31.8% | $151,611-50.5% | $68,494+9.7% |
| Participation rate | 65.4% | 84.0%-18.6pp | 87.5%-22.1pp | 67.9%-2.5pp |
| Annual return | -15.96% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,365 | $4,471-24.7% | $6,166-45.4% | $2,596+29.6% |
| Participant deferral / active EE | $8,292 | $6,527+27.0% | $8,363-0.9% | $4,027+105.9% |
| Admin fee / account holder | $13,046 | $7,719+69.0% | $11,616+12.3% | $5,403+141.5% |