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 | $69,118 | $46,674+48.1% | $117,472-41.2% | $68,494+0.9% |
| Participation rate | 33.3% | 56.8%-23.4pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | -11.52% | -14.52%+3.0pp | 29.74%-41.3pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,225 | $2,636-53.5% | $4,070-69.9% | $4,027-69.6% |
| Admin fee / account holder | $5,350 | $4,020+33.1% | $5,645-5.2% | $5,403-1.0% |