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 | $90,184 | $69,010+30.7% | $159,960-43.6% | $68,494+31.7% |
| Participation rate | 55.3% | 65.4%-10.1pp | 78.0%-22.7pp | 67.9%-12.6pp |
| Annual return | -14.24% | -9.65%-4.6pp | 408.60%-422.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $525 | $2,213-76.3% | $4,226-87.6% | $2,596-79.8% |
| Participant deferral / active EE | $4,147 | $4,212-1.5% | $6,182-32.9% | $4,027+3.0% |
| Admin fee / account holder | $5,800 | $4,798+20.9% | $8,698-33.3% | $5,403+7.4% |