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 | $74,926 | $64,839+15.6% | $95,585-21.6% | $84,808-11.7% |
| Participation rate | 29.7% | 63.8%-34.1pp | 72.1%-42.3pp | 68.3%-38.6pp |
| Annual return | 13.87% | -670.96%+684.8pp | 38.56%-24.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,812 | $2,965-38.9% | $4,023-55.0% | $4,212-57.0% |
| Admin fee / account holder | $13,985 | $5,964+134.5% | $6,127+128.2% | $7,344+90.4% |