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 | $70,892 | $69,010+2.7% | $159,960-55.7% | $68,494+3.5% |
| Participation rate | 61.8% | 65.4%-3.6pp | 78.0%-16.1pp | 67.9%-6.0pp |
| Annual return | -7.68% | -9.65%+2.0pp | 408.60%-416.3pp | -7.84%+0.2pp |
| Employer contribution / active EE | $1,080 | $2,213-51.2% | $4,226-74.5% | $2,596-58.4% |
| Participant deferral / active EE | $4,144 | $4,212-1.6% | $6,182-33.0% | $4,027+2.9% |
| Admin fee / account holder | $18,190 | $4,798+279.1% | $8,698+109.1% | $5,403+236.7% |