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 4-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 | $101,914 | $71,883+41.8% | $86,677+17.6% | $68,494+48.8% |
| Participation rate | 52.6% | 72.2%-19.6pp | 76.6%-23.9pp | 67.9%-15.3pp |
| Annual return | -11.42% | 3.52%-14.9pp | 35.91%-47.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,427 | $2,173-34.3% | $2,836-49.7% | $2,596-45.0% |
| Participant deferral / active EE | $6,339 | $3,779+67.8% | $4,656+36.2% | $4,027+57.4% |
| Admin fee / account holder | $50,665 | $6,112+729.0% | $7,493+576.1% | $5,403+837.8% |