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 | $120,862 | $53,162+127.3% | $91,220+32.5% | $68,494+76.5% |
| Participation rate | 41.2% | 63.2%-22.0pp | 73.2%-32.0pp | 67.9%-26.7pp |
| Annual return | -7.48% | -3.14%-4.3pp | 114.01%-121.5pp | -7.84%+0.4pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,107 | $2,974-62.8% | $4,234-73.8% | $4,027-72.5% |
| Admin fee / account holder | $7,667 | $4,493+70.6% | $5,420+41.5% | $5,403+41.9% |