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 | $99,009 | $72,404+36.7% | $110,238-10.2% | $64,186+54.3% |
| Participation rate | 48.8% | 73.3%-24.5pp | 79.8%-31.0pp | 69.6%-20.8pp |
| Annual return | -3.07% | -6.29%+3.2pp | 314.74%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $679 | $2,282-70.2% | $3,826-82.3% | $2,381-71.5% |
| Participant deferral / active EE | $1,793 | $3,469-48.3% | $4,672-61.6% | $3,470-48.3% |
| Admin fee / account holder | $21,745 | $5,664+283.9% | $8,547+154.4% | $4,888+344.9% |