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 | $69,960 | $27,641+153.1% | $61,373+14.0% | $68,494+2.1% |
| Participation rate | 52.0% | 39.5%+12.5pp | 52.6%-0.6pp | 67.9%-15.9pp |
| Annual return | -16.38% | -13.24%-3.1pp | 338.61%-355.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $476 | $695-31.6% | $1,159-59.0% | $2,596-81.7% |
| Participant deferral / active EE | $1,034 | $1,263-18.1% | $2,125-51.3% | $4,027-74.3% |
| Admin fee / account holder | $3,320 | $2,010+65.2% | $2,130+55.9% | $5,403-38.6% |