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 | $71,727 | $69,010+3.9% | $159,960-55.2% | $68,494+4.7% |
| Participation rate | 46.2% | 65.4%-19.3pp | 78.0%-31.8pp | 67.9%-21.7pp |
| Annual return | -17.80% | -9.65%-8.1pp | 408.60%-426.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,072 | $2,213-6.4% | $4,226-51.0% | $2,596-20.2% |
| Participant deferral / active EE | $4,310 | $4,212+2.3% | $6,182-30.3% | $4,027+7.0% |
| Admin fee / account holder | $41,662 | $4,798+768.3% | $8,698+379.0% | $5,403+671.1% |