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 | $81,255 | $49,451+64.3% | $79,550+2.1% | $66,914+21.4% |
| Participation rate | 38.0% | 61.3%-23.4pp | 69.5%-31.5pp | 69.8%-31.8pp |
| Annual return | -15.48% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $444 | $1,266-65.0% | $2,413-81.6% | $2,544-82.6% |
| Participant deferral / active EE | $3,392 | $3,159+7.4% | $3,985-14.9% | $4,237-19.9% |
| Admin fee / account holder | $1,436 | $595+141.5% | $6,832-79.0% | $593+142.1% |