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 | $104,056 | $59,805+74.0% | $79,550+30.8% | $68,494+51.9% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.5%-7.0pp | 67.9%-5.4pp |
| Annual return | -9.46% | -12.30%+2.8pp | 0.16%-9.6pp | -7.84%-1.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,091 | $3,024+35.3% | $3,985+2.6% | $4,027+1.6% |
| Admin fee / account holder | $983 | $4,835-79.7% | $6,832-85.6% | $5,403-81.8% |