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 | $88,639 | $82,664+7.2% | $125,339-29.3% | $68,494+29.4% |
| Participation rate | 58.2% | 75.0%-16.8pp | 82.4%-24.2pp | 67.9%-9.7pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,879 | $3,381-44.4% | $4,814-61.0% | $2,596-27.6% |
| Participant deferral / active EE | $4,210 | $6,110-31.1% | $7,446-43.5% | $4,027+4.5% |
| Admin fee / account holder | $13,011 | $6,275+107.3% | $10,010+30.0% | $5,403+140.8% |