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 | $42,983 | $40,256+6.8% | $57,343-25.0% | $59,632-27.9% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 68.7%-68.7pp |
| Annual return | -0.43% | 27.49%-27.9pp | 24.39%-24.8pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,663 | $1,922-13.5% | $2,689-38.2% | $2,203-24.5% |
| Participant deferral / active EE | $3,690 | $2,399+53.8% | $3,162+16.7% | $3,192+15.6% |
| Admin fee / account holder | $1,851 | $2,818-34.3% | $3,356-44.8% | $4,297-56.9% |