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 | $29,795 | $82,664-64.0% | $125,339-76.2% | $68,494-56.5% |
| Participation rate | 68.3% | 75.0%-6.8pp | 82.4%-14.1pp | 67.9%+0.4pp |
| Annual return | -11.77% | -5.97%-5.8pp | 572.05%-583.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,462 | $3,381-56.8% | $4,814-69.6% | $2,596-43.7% |
| Participant deferral / active EE | $3,570 | $6,110-41.6% | $7,446-52.1% | $4,027-11.4% |
| Admin fee / account holder | $3,912 | $6,275-37.7% | $10,010-60.9% | $5,403-27.6% |