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 | $79,464 | $95,193-16.5% | $76,523+3.8% | $135,375-41.3% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.0%-4.4pp | 82.6%-19.0pp |
| Annual return | -7.98% | 4.85%-12.8pp | -0.27%-7.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $889 | $3,302-73.1% | $2,647-66.4% | $4,779-81.4% |
| Participant deferral / active EE | $5,676 | $4,639+22.3% | $3,835+48.0% | $5,609+1.2% |
| Admin fee / account holder | $376 | $6,249-94.0% | $4,848-92.2% | $10,827-96.5% |