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 | $53,911 | $46,674+15.5% | $117,472-54.1% | $68,494-21.3% |
| Participation rate | 64.3% | 56.8%+7.5pp | 70.6%-6.3pp | 67.9%-3.6pp |
| Annual return | -7.57% | -14.52%+6.9pp | 29.74%-37.3pp | -7.84%+0.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,364 | $2,636-10.3% | $4,070-41.9% | $4,027-41.3% |
| Admin fee / account holder | $455 | $4,020-88.7% | $5,645-91.9% | $5,403-91.6% |