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 | $76,303 | $91,911-17.0% | $68,793+10.9% | $135,375-43.6% |
| Participation rate | 41.2% | 76.7%-35.6pp | 72.2%-31.1pp | 82.6%-41.5pp |
| Annual return | -9.37% | -8.22%-1.1pp | -4.63%-4.7pp | 519.73%-529.1pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,560 | $4,315-17.5% | $3,311+7.5% | $5,609-36.5% |
| Admin fee / account holder | $815 | $9,240-91.2% | $5,131-84.1% | $10,827-92.5% |