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 | $72,388 | $57,354+26.2% | $83,848-13.7% | $64,186+12.8% |
| Participation rate | 33.8% | 68.6%-34.8pp | 76.1%-42.4pp | 69.6%-35.8pp |
| Annual return | -7.87% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $663 | $2,545-74.0% | $3,631-81.8% | $2,381-72.2% |
| Participant deferral / active EE | $1,225 | $2,993-59.1% | $4,082-70.0% | $3,470-64.7% |
| Admin fee / account holder | $6,684 | $4,046+65.2% | $5,478+22.0% | $4,888+36.7% |