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 | $81,082 | $54,350+49.2% | $82,719-2.0% | $68,494+18.4% |
| Participation rate | 44.7% | 63.9%-19.2pp | 72.6%-27.8pp | 67.9%-23.2pp |
| Annual return | -15.42% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,528 | $2,218-31.1% | $3,009-49.2% | $2,596-41.2% |
| Participant deferral / active EE | $2,893 | $3,246-10.9% | $4,395-34.2% | $4,027-28.2% |
| Admin fee / account holder | $882 | $4,395-79.9% | $5,329-83.5% | $5,403-83.7% |