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 | $71,005 | $59,805+18.7% | $79,550-10.7% | $68,494+3.7% |
| Participation rate | 40.6% | 61.1%-20.4pp | 69.5%-28.9pp | 67.9%-27.3pp |
| Annual return | -16.80% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $511 | $1,505-66.1% | $2,413-78.8% | $2,596-80.3% |
| Participant deferral / active EE | $1,435 | $3,024-52.5% | $3,985-64.0% | $4,027-64.4% |
| Admin fee / account holder | $3,719 | $4,835-23.1% | $6,832-45.6% | $5,403-31.2% |