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 | $57,975 | $27,641+109.7% | $61,373-5.5% | $68,494-15.4% |
| Participation rate | 23.3% | 39.5%-16.2pp | 52.6%-29.2pp | 67.9%-44.6pp |
| Annual return | -15.98% | -13.24%-2.7pp | 338.61%-354.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $645 | $695-7.2% | $1,159-44.4% | $2,596-75.2% |
| Participant deferral / active EE | $2,545 | $1,263+101.4% | $2,125+19.7% | $4,027-36.8% |
| Admin fee / account holder | $7,706 | $2,010+283.4% | $2,130+261.9% | $5,403+42.6% |