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 | $103,532 | $107,791-4.0% | $90,645+14.2% | $135,375-23.5% |
| Participation rate | 21.4% | 78.0%-56.6pp | 74.0%-52.6pp | 82.6%-61.2pp |
| Annual return | -7.63% | -0.90%-6.7pp | 1.88%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $604 | $3,018-80.0% | $2,532-76.1% | $4,779-87.4% |
| Participant deferral / active EE | $2,478 | $3,872-36.0% | $3,425-27.6% | $5,609-55.8% |
| Admin fee / account holder | $785 | $5,930-86.8% | $4,994-84.3% | $10,827-92.8% |