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 | $62,133 | $32,117+93.5% | $71,086-12.6% | $64,186-3.2% |
| Participation rate | 42.6% | 42.7%-0.1pp | 54.7%-12.1pp | 69.6%-27.0pp |
| Annual return | -9.98% | -5.57%-4.4pp | 650.59%-660.6pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,917 | $1,263+210.1% | $1,874+109.0% | $3,470+12.9% |
| Admin fee / account holder | $4,378 | $2,759+58.7% | $3,082+42.0% | $4,888-10.4% |