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 | $61,311 | $49,451+24.0% | $79,550-22.9% | $66,914-8.4% |
| Participation rate | 27.7% | 61.3%-33.6pp | 69.5%-41.8pp | 69.8%-42.1pp |
| Annual return | -14.45% | 84.25%-98.7pp | 0.16%-14.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $356 | $1,266-71.9% | $2,413-85.2% | $2,544-86.0% |
| Participant deferral / active EE | $1,930 | $3,159-38.9% | $3,985-51.6% | $4,237-54.5% |
| Admin fee / account holder | $8,492 | $595+1328.2% | $6,832+24.3% | $593+1331.4% |