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 | $78,651 | $83,427-5.7% | $115,756-32.1% | $68,494+14.8% |
| Participation rate | 58.9% | 71.9%-13.0pp | 77.1%-18.2pp | 67.9%-9.0pp |
| Annual return | -15.92% | -10.95%-5.0pp | 143.14%-159.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,477 | $3,075-52.0% | $3,793-61.1% | $2,596-43.1% |
| Participant deferral / active EE | $2,843 | $5,355-46.9% | $6,254-54.5% | $4,027-29.4% |
| Admin fee / account holder | $13,361 | $5,708+134.1% | $8,124+64.5% | $5,403+147.3% |