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 | $86,773 | $82,664+5.0% | $125,339-30.8% | $68,494+26.7% |
| Participation rate | 31.1% | 75.0%-43.9pp | 82.4%-51.2pp | 67.9%-36.7pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $989 | $3,381-70.8% | $4,814-79.5% | $2,596-61.9% |
| Participant deferral / active EE | $2,748 | $6,110-55.0% | $7,446-63.1% | $4,027-31.8% |
| Admin fee / account holder | $784 | $6,275-87.5% | $10,010-92.2% | $5,403-85.5% |