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 | $143,711 | $82,286+74.6% | $68,791+108.9% | $134,475+6.9% |
| Participation rate | 52.6% | 75.1%-22.4pp | 69.0%-16.4pp | 81.2%-28.6pp |
| Annual return | -20.40% | -2.19%-18.2pp | -6.38%-14.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,708 | $3,301-18.0% | $2,655+2.0% | $4,740-42.9% |
| Participant deferral / active EE | $5,334 | $4,739+12.6% | $3,941+35.4% | $6,400-16.6% |
| Admin fee / account holder | $632 | $6,481-90.3% | $4,932-87.2% | $11,426-94.5% |