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 | $69,220 | $91,911-24.7% | $68,793+0.6% | $135,375-48.9% |
| Participation rate | 56.3% | 76.7%-20.5pp | 72.2%-16.0pp | 82.6%-26.4pp |
| Annual return | -4.95% | -8.22%+3.3pp | -4.63%-0.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $455 | $3,924-88.4% | $2,625-82.7% | $4,779-90.5% |
| Participant deferral / active EE | $910 | $4,315-78.9% | $3,311-72.5% | $5,609-83.8% |
| Admin fee / account holder | $22,411 | $9,240+142.5% | $5,131+336.8% | $10,827+107.0% |