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 | $57,386 | $69,010-16.8% | $159,960-64.1% | $68,494-16.2% |
| Participation rate | 69.7% | 65.4%+4.3pp | 78.0%-8.3pp | 67.9%+1.8pp |
| Annual return | -14.89% | -9.65%-5.2pp | 408.60%-423.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,026 | $2,213-53.7% | $4,226-75.7% | $2,596-60.5% |
| Participant deferral / active EE | $1,666 | $4,212-60.4% | $6,182-73.1% | $4,027-58.6% |
| Admin fee / account holder | $6,529 | $4,798+36.1% | $8,698-24.9% | $5,403+20.8% |