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 6-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 | $81,583 | $95,862-14.9% | $79,550+2.6% | $134,475-39.3% |
| Participation rate | 59.1% | 75.0%-15.9pp | 69.5%-10.4pp | 81.2%-22.1pp |
| Annual return | -15.03% | -2.69%-12.3pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,209 | $3,128-29.4% | $2,413-8.5% | $4,740-53.4% |
| Participant deferral / active EE | $3,386 | $4,693-27.9% | $3,985-15.0% | $6,400-47.1% |
| Admin fee / account holder | $7,012 | $9,126-23.2% | $6,832+2.6% | $11,426-38.6% |