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 | $57,944 | $49,177+17.8% | $79,464-27.1% | $64,186-9.7% |
| Participation rate | 40.8% | 65.0%-24.2pp | 73.3%-32.5pp | 69.6%-28.8pp |
| Annual return | -5.98% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $991 | $2,076-52.3% | $2,800-64.6% | $2,381-58.4% |
| Participant deferral / active EE | $1,474 | $2,821-47.8% | $3,704-60.2% | $3,470-57.5% |
| Admin fee / account holder | $2,481 | $3,839-35.4% | $5,113-51.5% | $4,888-49.2% |