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 | $64,698 | $72,404-10.6% | $110,238-41.3% | $64,186+0.8% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | -4.20% | -6.29%+2.1pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,179 | $2,282-48.3% | $3,826-69.2% | $2,381-50.5% |
| Participant deferral / active EE | $5,274 | $3,469+52.0% | $4,672+12.9% | $3,470+52.0% |
| Admin fee / account holder | $24,549 | $5,664+333.4% | $8,547+187.2% | $4,888+402.2% |