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 | $56,439 | $48,274+16.9% | $63,517-11.1% | $59,632-5.4% |
| Participation rate | 36.8% | 66.3%-29.5pp | 71.0%-34.2pp | 68.7%-31.8pp |
| Annual return | -1.60% | -240.79%+239.2pp | -70.30%+68.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,178 | $1,586-25.7% | $2,322-49.3% | $2,203-46.5% |
| Participant deferral / active EE | $3,289 | $2,343+40.4% | $2,953+11.4% | $3,192+3.1% |
| Admin fee / account holder | $362 | $3,600-89.9% | $5,892-93.9% | $4,297-91.6% |