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 | $59,390 | $54,229+9.5% | $70,092-15.3% | $68,494-13.3% |
| Participation rate | 41.5% | 64.5%-23.0pp | 70.5%-29.0pp | 67.9%-26.4pp |
| Annual return | -17.94% | -13.87%-4.1pp | 190.73%-208.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $887 | $2,018-56.0% | $2,559-65.3% | $2,596-65.8% |
| Participant deferral / active EE | $1,937 | $2,956-34.5% | $3,849-49.7% | $4,027-51.9% |
| Admin fee / account holder | $9,590 | $4,694+104.3% | $6,267+53.0% | $5,403+77.5% |