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 | $55,920 | $59,805-6.5% | $79,550-29.7% | $68,494-18.4% |
| Participation rate | 45.8% | 61.1%-15.3pp | 69.5%-23.7pp | 67.9%-22.1pp |
| Annual return | -13.98% | -12.30%-1.7pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,854 | $1,505+23.2% | $2,413-23.2% | $2,596-28.6% |
| Participant deferral / active EE | $4,410 | $3,024+45.8% | $3,985+10.6% | $4,027+9.5% |
| Admin fee / account holder | $786 | $4,835-83.8% | $6,832-88.5% | $5,403-85.5% |