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 | $76,022 | $95,862-20.7% | $79,550-4.4% | $134,475-43.5% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -16.86% | -2.69%-14.2pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,951 | $3,128-37.6% | $2,413-19.2% | $4,740-58.8% |
| Participant deferral / active EE | $4,392 | $4,693-6.4% | $3,985+10.2% | $6,400-31.4% |
| Admin fee / account holder | $321 | $9,126-96.5% | $6,832-95.3% | $11,426-97.2% |