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 | $80,492 | $69,010+16.6% | $159,960-49.7% | $68,494+17.5% |
| Participation rate | 43.4% | 65.4%-22.0pp | 78.0%-34.6pp | 67.9%-24.5pp |
| Annual return | -17.79% | -9.65%-8.1pp | 408.60%-426.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $491 | $2,213-77.8% | $4,226-88.4% | $2,596-81.1% |
| Participant deferral / active EE | $2,582 | $4,212-38.7% | $6,182-58.2% | $4,027-35.9% |
| Admin fee / account holder | $2,895 | $4,798-39.7% | $8,698-66.7% | $5,403-46.4% |