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 | $68,027 | $42,548+59.9% | $74,550-8.7% | $56,287+20.9% |
| Participation rate | 61.1% | 60.5%+0.6pp | 69.1%-8.1pp | 69.9%-8.8pp |
| Annual return | -6.29% | 12.40%-18.7pp | 32.53%-38.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $252 | $855-70.5% | $1,961-87.1% | $2,111-88.0% |
| Participant deferral / active EE | $2,718 | $2,277+19.4% | $3,108-12.6% | $3,350-18.9% |
| Admin fee / account holder | $2,290 | $467+390.1% | $5,060-54.7% | $521+339.5% |