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 3-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 | $45,678 | $106,236-57.0% | $112,228-59.3% | $64,808-29.5% |
| Participation rate | 33.7% | 71.7%-37.9pp | 75.1%-41.3pp | 71.5%-37.7pp |
| Annual return | 108.68% | -6.02%+114.7pp | 27.45%+81.2pp | 32.82%+75.9pp |
| Employer contribution / active EE | $1,296 | $3,166-59.1% | $3,635-64.3% | $2,506-48.3% |
| Participant deferral / active EE | $2,042 | $3,785-46.0% | $4,728-56.8% | $4,310-52.6% |
| Admin fee / account holder | $4,761 | $452+954.3% | $6,410-25.7% | $188+2435.4% |