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 | $69,763 | $59,805+16.7% | $79,550-12.3% | $68,494+1.9% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | -12.99% | -12.30%-0.7pp | 0.16%-13.2pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,167 | $3,024+70.8% | $3,985+29.7% | $4,027+28.3% |
| Admin fee / account holder | $667 | $4,835-86.2% | $6,832-90.2% | $5,403-87.6% |