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 | $73,006 | $45,863+59.2% | $77,024-5.2% | $68,494+6.6% |
| Participation rate | 55.0% | 55.9%-0.9pp | 67.9%-12.9pp | 67.9%-12.9pp |
| Annual return | -16.04% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,080 | $2,962+105.2% | $4,426+37.4% | $4,027+51.0% |
| Admin fee / account holder | $3,559 | $3,041+17.0% | $5,425-34.4% | $5,403-34.1% |