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 8-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 | $84,990 | $82,286+3.3% | $68,791+23.5% | $134,475-36.8% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -14.46% | -2.19%-12.3pp | -6.38%-8.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,158 | $3,301-64.9% | $2,655-56.4% | $4,740-75.6% |
| Participant deferral / active EE | $4,599 | $4,739-2.9% | $3,941+16.7% | $6,400-28.1% |
| Admin fee / account holder | $22,784 | $6,481+251.6% | $4,932+362.0% | $11,426+99.4% |