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 | $106,559 | $64,707+64.7% | $112,228-5.1% | $68,494+55.6% |
| Participation rate | 57.8% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.1pp |
| Annual return | -17.99% | -11.40%-6.6pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,224 | $2,746-19.0% | $3,635-38.8% | $2,596-14.4% |
| Participant deferral / active EE | $3,445 | $3,565-3.4% | $4,728-27.1% | $4,027-14.5% |
| Admin fee / account holder | $7,021 | $5,232+34.2% | $6,410+9.5% | $5,403+29.9% |