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 | $99,275 | $59,107+68.0% | $86,436+14.9% | $68,494+44.9% |
| Participation rate | 56.0% | 75.2%-19.2pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -14.45% | -0.23%-14.2pp | 4394.89%-4409.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,213 | $2,519-51.9% | $3,769-67.8% | $2,596-53.3% |
| Participant deferral / active EE | $3,709 | $5,901-37.1% | $6,952-46.6% | $4,027-7.9% |
| Admin fee / account holder | $9,522 | $5,637+68.9% | $6,731+41.5% | $5,403+76.2% |