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 | $66,103 | $32,117+105.8% | $71,086-7.0% | $64,186+3.0% |
| Participation rate | 26.1% | 42.7%-16.6pp | 54.7%-28.6pp | 69.6%-43.5pp |
| Annual return | -6.49% | -5.57%-0.9pp | 650.59%-657.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $539 | $712-24.4% | $1,088-50.5% | $2,381-77.4% |
| Participant deferral / active EE | $559 | $1,263-55.7% | $1,874-70.2% | $3,470-83.9% |
| Admin fee / account holder | $1,296 | $2,759-53.0% | $3,082-57.9% | $4,888-73.5% |