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 | $69,186 | $82,664-16.3% | $125,339-44.8% | $68,494+1.0% |
| Participation rate | 44.7% | 75.0%-30.4pp | 82.4%-37.7pp | 67.9%-23.2pp |
| Annual return | -10.57% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $753 | $3,381-77.7% | $4,814-84.4% | $2,596-71.0% |
| Participant deferral / active EE | $5,182 | $6,110-15.2% | $7,446-30.4% | $4,027+28.7% |
| Admin fee / account holder | $8,070 | $6,275+28.6% | $10,010-19.4% | $5,403+49.4% |