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 | $58,743 | $48,274+21.7% | $63,517-7.5% | $59,632-1.5% |
| Participation rate | 69.1% | 66.3%+2.8pp | 71.0%-1.9pp | 68.7%+0.4pp |
| Annual return | -0.28% | -240.79%+240.5pp | -70.30%+70.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $714 | $1,586-55.0% | $2,322-69.3% | $2,203-67.6% |
| Participant deferral / active EE | $2,807 | $2,343+19.8% | $2,953-4.9% | $3,192-12.0% |
| Admin fee / account holder | $2,567 | $3,600-28.7% | $5,892-56.4% | $4,297-40.3% |