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 10-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 | $103,141 | $72,607+42.1% | $90,749+13.7% | $66,914+54.1% |
| Participation rate | 66.4% | 73.7%-7.3pp | 75.7%-9.3pp | 69.8%-3.4pp |
| Annual return | -6.91% | -12.28%+5.4pp | -12.16%+5.3pp | 1.58%-8.5pp |
| Employer contribution / active EE | $664 | $2,369-72.0% | $2,921-77.3% | $2,544-73.9% |
| Participant deferral / active EE | $4,083 | $3,977+2.7% | $4,564-10.5% | $4,237-3.6% |
| Admin fee / account holder | $4,756 | $707+572.5% | $8,445-43.7% | $593+701.8% |