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 | $70,485 | $57,354+22.9% | $83,848-15.9% | $64,186+9.8% |
| Participation rate | 35.7% | 68.6%-32.9pp | 76.1%-40.4pp | 69.6%-33.9pp |
| Annual return | -7.09% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,015 | $2,545-60.1% | $3,631-72.0% | $2,381-57.4% |
| Participant deferral / active EE | $2,860 | $2,993-4.5% | $4,082-29.9% | $3,470-17.6% |
| Admin fee / account holder | $7,219 | $4,046+78.4% | $5,478+31.8% | $4,888+47.7% |