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 | $34,346 | $54,350-36.8% | $82,719-58.5% | $68,494-49.9% |
| Participation rate | 69.8% | 63.9%+5.9pp | 72.6%-2.7pp | 67.9%+2.0pp |
| Annual return | -17.48% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,452 | $2,218-34.6% | $3,009-51.8% | $2,596-44.1% |
| Participant deferral / active EE | $6,284 | $3,246+93.6% | $4,395+43.0% | $4,027+56.0% |
| Admin fee / account holder | $3,161 | $4,395-28.1% | $5,329-40.7% | $5,403-41.5% |