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 | $63,180 | $54,350+16.2% | $82,719-23.6% | $68,494-7.8% |
| Participation rate | 49.0% | 63.9%-14.9pp | 72.6%-23.5pp | 67.9%-18.9pp |
| Annual return | -17.51% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,455 | $2,218+10.7% | $3,009-18.4% | $2,596-5.5% |
| Participant deferral / active EE | $4,111 | $3,246+26.6% | $4,395-6.5% | $4,027+2.1% |
| Admin fee / account holder | $8,458 | $4,395+92.4% | $5,329+58.7% | $5,403+56.5% |