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 | $72,798 | $67,331+8.1% | $60,874+19.6% | $134,475-45.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -8.20% | 49.93%-58.1pp | 16.90%-25.1pp | 417.96%-426.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $977 | $4,538-78.5% | $3,817-74.4% | $6,400-84.7% |
| Admin fee / account holder | $1,659 | $4,582-63.8% | $3,224-48.6% | $11,426-85.5% |