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 | $80,721 | $65,061+24.1% | $143,757-43.8% | $66,914+20.6% |
| Participation rate | 56.0% | 65.2%-9.2pp | 80.3%-24.3pp | 69.8%-13.8pp |
| Annual return | -14.09% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,482 | $2,361-37.2% | $4,951-70.1% | $2,544-41.8% |
| Participant deferral / active EE | $2,897 | $2,919-0.7% | $5,637-48.6% | $4,237-31.6% |
| Admin fee / account holder | $422 | $502-15.9% | $14,673-97.1% | $593-28.9% |