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 | $56,539 | $45,602+24.0% | $117,472-51.9% | $66,914-15.5% |
| Participation rate | 23.0% | 57.6%-34.7pp | 70.6%-47.6pp | 69.8%-46.8pp |
| Annual return | -12.26% | -16.74%+4.5pp | 29.74%-42.0pp | 1.58%-13.8pp |
| Employer contribution / active EE | $537 | $1,579-66.0% | $4,176-87.2% | $2,544-78.9% |
| Participant deferral / active EE | $1,352 | $2,845-52.5% | $4,070-66.8% | $4,237-68.1% |
| Admin fee / account holder | $21,030 | $661+3083.3% | $5,645+272.6% | $593+3444.8% |