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 | $66,507 | $64,119+3.7% | $112,228-40.7% | $66,914-0.6% |
| Participation rate | 57.4% | 68.5%-11.1pp | 75.1%-17.7pp | 69.8%-12.4pp |
| Annual return | -17.98% | -13.81%-4.2pp | 27.45%-45.4pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,368 | $3,005-21.2% | $3,635-34.8% | $2,544-6.9% |
| Participant deferral / active EE | $4,914 | $3,693+33.1% | $4,728+3.9% | $4,237+16.0% |
| Admin fee / account holder | $2,390 | $625+282.3% | $6,410-62.7% | $593+302.9% |