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 5-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 | $65,321 | $69,010-5.3% | $159,960-59.2% | $68,494-4.6% |
| Participation rate | 42.7% | 65.4%-22.7pp | 78.0%-35.3pp | 67.9%-25.2pp |
| Annual return | -8.89% | -9.65%+0.8pp | 408.60%-417.5pp | -7.84%-1.0pp |
| Employer contribution / active EE | $511 | $2,213-76.9% | $4,226-87.9% | $2,596-80.3% |
| Participant deferral / active EE | $2,865 | $4,212-32.0% | $6,182-53.7% | $4,027-28.8% |
| Admin fee / account holder | $5,834 | $4,798+21.6% | $8,698-32.9% | $5,403+8.0% |