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 | $66,432 | $42,383+56.7% | $76,523-13.2% | $64,186+3.5% |
| Participation rate | 22.6% | 58.1%-35.5pp | 68.0%-45.4pp | 69.6%-46.9pp |
| Annual return | -2.96% | -16.54%+13.6pp | -0.27%-2.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $393 | $1,563-74.9% | $2,647-85.2% | $2,381-83.5% |
| Participant deferral / active EE | $840 | $2,566-67.3% | $3,835-78.1% | $3,470-75.8% |
| Admin fee / account holder | $7,667 | $3,198+139.8% | $4,848+58.1% | $4,888+56.9% |