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 | $57,755 | $27,641+108.9% | $61,373-5.9% | $68,494-15.7% |
| Participation rate | 44.1% | 39.5%+4.6pp | 52.6%-8.5pp | 67.9%-23.8pp |
| Annual return | -16.91% | -13.24%-3.7pp | 338.61%-355.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,545 | $1,263+101.5% | $2,125+19.8% | $4,027-36.8% |
| Admin fee / account holder | $1,197 | $2,010-40.5% | $2,130-43.8% | $5,403-77.8% |