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 | $67,614 | $62,586+8.0% | $76,768-11.9% | $64,186+5.3% |
| Participation rate | 48.5% | 72.8%-24.3pp | 77.0%-28.5pp | 69.6%-21.1pp |
| Annual return | -1.94% | -1.95%0pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $704 | $1,832-61.6% | $2,485-71.7% | $2,381-70.4% |
| Participant deferral / active EE | $1,520 | $3,145-51.7% | $3,852-60.5% | $3,470-56.2% |
| Admin fee / account holder | $16,044 | $4,667+243.8% | $6,675+140.4% | $4,888+228.2% |