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 | $122,824 | $54,229+126.5% | $70,092+75.2% | $68,494+79.3% |
| Participation rate | 67.7% | 64.5%+3.3pp | 70.5%-2.7pp | 67.9%-0.1pp |
| Annual return | -13.50% | -13.87%+0.4pp | 190.73%-204.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,434 | $2,956-17.7% | $3,849-36.8% | $4,027-39.6% |
| Admin fee / account holder | $14,110 | $4,694+200.6% | $6,267+125.2% | $5,403+161.2% |