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 | $65,219 | $59,805+9.1% | $79,550-18.0% | $68,494-4.8% |
| Participation rate | 52.5% | 61.1%-8.6pp | 69.5%-17.0pp | 67.9%-15.4pp |
| Annual return | -14.86% | -12.30%-2.6pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $915 | $1,505-39.2% | $2,413-62.1% | $2,596-64.8% |
| Participant deferral / active EE | $3,258 | $3,024+7.7% | $3,985-18.2% | $4,027-19.1% |
| Admin fee / account holder | $20,846 | $4,835+331.2% | $6,832+205.1% | $5,403+285.8% |