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 | $69,070 | $32,117+115.1% | $71,086-2.8% | $64,186+7.6% |
| Participation rate | 27.0% | 42.7%-15.7pp | 54.7%-27.7pp | 69.6%-42.6pp |
| Annual return | -6.77% | -5.57%-1.2pp | 650.59%-657.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $427 | $712-40.0% | $1,088-60.7% | $2,381-82.1% |
| Participant deferral / active EE | $1,750 | $1,263+38.6% | $1,874-6.6% | $3,470-49.6% |
| Admin fee / account holder | $2,818 | $2,759+2.1% | $3,082-8.6% | $4,888-42.4% |