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 4-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 | $157,296 | $133,958+17.4% | $112,228+40.2% | $134,475+17.0% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -16.73% | 47.11%-63.8pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,667 | $4,038-58.7% | $3,635-54.1% | $4,740-64.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $34,943 | $7,489+366.6% | $6,410+445.1% | $11,426+205.8% |