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 | $64,880 | $49,177+31.9% | $79,464-18.4% | $64,186+1.1% |
| Participation rate | 9.7% | 65.0%-55.3pp | 73.3%-63.6pp | 69.6%-59.8pp |
| Annual return | -2.94% | -1.16%-1.8pp | 718.14%-721.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $316 | $2,076-84.8% | $2,800-88.7% | $2,381-86.7% |
| Participant deferral / active EE | $822 | $2,821-70.9% | $3,704-77.8% | $3,470-76.3% |
| Admin fee / account holder | $21,820 | $3,839+468.4% | $5,113+326.8% | $4,888+346.4% |