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 | $58,180 | $55,449+4.9% | $83,848-30.6% | $56,287+3.4% |
| Participation rate | 49.5% | 68.0%-18.5pp | 76.1%-26.6pp | 69.9%-20.3pp |
| Annual return | -7.09% | -1.38%-5.7pp | 850.88%-858.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $738 | $2,430-69.7% | $3,631-79.7% | $2,111-65.1% |
| Participant deferral / active EE | $3,992 | $2,935+36.0% | $4,082-2.2% | $3,350+19.2% |
| Admin fee / account holder | $3,382 | $656+415.5% | $5,478-38.3% | $521+549.1% |