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 | $135,387 | $95,862+41.2% | $79,550+70.2% | $134,475+0.7% |
| Participation rate | 38.5% | 75.0%-36.6pp | 69.5%-31.0pp | 81.2%-42.8pp |
| Annual return | -7.99% | -2.69%-5.3pp | 0.16%-8.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $882 | $3,128-71.8% | $2,413-63.4% | $4,740-81.4% |
| Participant deferral / active EE | $1,321 | $4,693-71.9% | $3,985-66.9% | $6,400-79.4% |
| Admin fee / account holder | $630 | $9,126-93.1% | $6,832-90.8% | $11,426-94.5% |