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 | $66,444 | $58,083+14.4% | $80,019-17.0% | $56,287+18.0% |
| Participation rate | 55.7% | 73.6%-17.9pp | 75.8%-20.2pp | 69.9%-14.2pp |
| Annual return | -5.31% | 34.61%-39.9pp | 11.22%-16.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,832 | $1,932-5.2% | $2,468-25.8% | $2,111-13.2% |
| Participant deferral / active EE | $2,889 | $3,135-7.9% | $3,686-21.6% | $3,350-13.8% |
| Admin fee / account holder | $3,355 | $623+438.9% | $6,521-48.5% | $521+544.1% |