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 | $73,889 | $59,107+25.0% | $86,436-14.5% | $68,494+7.9% |
| Participation rate | 32.8% | 75.2%-42.4pp | 80.3%-47.5pp | 67.9%-35.1pp |
| Annual return | -16.76% | -0.23%-16.5pp | 4394.89%-4411.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,291 | $2,519-48.7% | $3,769-65.7% | $2,596-50.3% |
| Participant deferral / active EE | $2,749 | $5,901-53.4% | $6,952-60.5% | $4,027-31.7% |
| Admin fee / account holder | $8,271 | $5,637+46.7% | $6,731+22.9% | $5,403+53.1% |