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 9-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 | $218,184 | $59,805+264.8% | $79,550+174.3% | $68,494+218.5% |
| Participation rate | 14.8% | 61.1%-46.2pp | 69.5%-54.7pp | 67.9%-53.1pp |
| Annual return | -15.54% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,635 | $1,505+8.7% | $2,413-32.2% | $2,596-37.0% |
| Participant deferral / active EE | $3,519 | $3,024+16.3% | $3,985-11.7% | $4,027-12.6% |
| Admin fee / account holder | $3,955 | $4,835-18.2% | $6,832-42.1% | $5,403-26.8% |