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 5-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 | $90,082 | $73,867+22.0% | $143,757-37.3% | $68,494+31.5% |
| Participation rate | 56.2% | 66.7%-10.5pp | 80.3%-24.1pp | 67.9%-11.7pp |
| Annual return | -17.07% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,854 | $3,184-41.8% | $4,951-62.5% | $2,596-28.6% |
| Participant deferral / active EE | $3,525 | $3,384+4.1% | $5,637-37.5% | $4,027-12.5% |
| Admin fee / account holder | $6,099 | $5,755+6.0% | $14,673-58.4% | $5,403+12.9% |