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 | $60,508 | $54,350+11.3% | $82,719-26.9% | $68,494-11.7% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -15.30% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,098 | $2,218-50.5% | $3,009-63.5% | $2,596-57.7% |
| Participant deferral / active EE | $4,511 | $3,246+39.0% | $4,395+2.6% | $4,027+12.0% |
| Admin fee / account holder | $770 | $4,395-82.5% | $5,329-85.6% | $5,403-85.7% |