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 5-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 | $112,862 | $54,350+107.7% | $82,719+36.4% | $68,494+64.8% |
| Participation rate | 57.7% | 63.9%-6.2pp | 72.6%-14.9pp | 67.9%-10.2pp |
| Annual return | -14.60% | -13.67%-0.9pp | 701.18%-715.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,536 | $2,218+14.3% | $3,009-15.7% | $2,596-2.3% |
| Participant deferral / active EE | $4,814 | $3,246+48.3% | $4,395+9.5% | $4,027+19.5% |
| Admin fee / account holder | $34,021 | $4,395+674.0% | $5,329+538.4% | $5,403+529.7% |