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 6-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 | $66,959 | $45,863+46.0% | $77,024-13.1% | $68,494-2.2% |
| Participation rate | 53.6% | 55.9%-2.3pp | 67.9%-14.3pp | 67.9%-14.3pp |
| Annual return | -19.19% | 1.72%-20.9pp | 42.32%-61.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,217 | $1,650+95.0% | $2,812+14.4% | $2,596+23.9% |
| Participant deferral / active EE | $6,859 | $2,962+131.6% | $4,426+55.0% | $4,027+70.3% |
| Admin fee / account holder | $913 | $3,041-70.0% | $5,425-83.2% | $5,403-83.1% |