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 7-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 | $82,905 | $95,862-13.5% | $79,550+4.2% | $134,475-38.3% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -2.53% | -2.69%+0.2pp | 0.16%-2.7pp | 417.96%-420.5pp |
| Employer contribution / active EE | $1,301 | $3,128-58.4% | $2,413-46.1% | $4,740-72.5% |
| Participant deferral / active EE | $4,603 | $4,693-1.9% | $3,985+15.5% | $6,400-28.1% |
| Admin fee / account holder | $864 | $9,126-90.5% | $6,832-87.4% | $11,426-92.4% |