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 | $71,126 | $69,010+3.1% | $159,960-55.5% | $68,494+3.8% |
| Participation rate | 63.0% | 65.4%-2.4pp | 78.0%-15.0pp | 67.9%-4.9pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,896 | $2,213-14.4% | $4,226-55.1% | $2,596-27.0% |
| Participant deferral / active EE | $2,943 | $4,212-30.1% | $6,182-52.4% | $4,027-26.9% |
| Admin fee / account holder | $731 | $4,798-84.8% | $8,698-91.6% | $5,403-86.5% |