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 | $178,285 | $142,344+25.2% | $119,609+49.1% | $134,475+32.6% |
| Participation rate | 10.0% | 82.8%-72.8pp | 79.3%-69.3pp | 81.2%-71.2pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,771 | $5,222-66.1% | $4,232-58.2% | $4,740-62.6% |
| Participant deferral / active EE | $2,475 | $6,469-61.7% | $5,602-55.8% | $6,400-61.3% |
| Admin fee / account holder | $992 | $13,584-92.7% | $10,323-90.4% | $11,426-91.3% |