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 | $84,596 | $73,867+14.5% | $143,757-41.2% | $68,494+23.5% |
| Participation rate | 69.7% | 66.7%+3.0pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -19.04% | 1.01%-20.1pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,223 | $3,184-30.2% | $4,951-55.1% | $2,596-14.4% |
| Participant deferral / active EE | $5,874 | $3,384+73.6% | $5,637+4.2% | $4,027+45.9% |
| Admin fee / account holder | $577 | $5,755-90.0% | $14,673-96.1% | $5,403-89.3% |