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 8-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 | $59,095 | $72,404-18.4% | $110,238-46.4% | $64,186-7.9% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.2pp | 69.6%-5.9pp |
| Annual return | -3.49% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,047 | $2,282-10.3% | $3,826-46.5% | $2,381-14.0% |
| Participant deferral / active EE | $2,107 | $3,469-39.3% | $4,672-54.9% | $3,470-39.3% |
| Admin fee / account holder | $9,186 | $5,664+62.2% | $8,547+7.5% | $4,888+87.9% |