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 | $36,935 | $27,641+33.6% | $61,373-39.8% | $68,494-46.1% |
| Participation rate | 69.2% | 39.5%+29.7pp | 52.6%+16.7pp | 67.9%+1.3pp |
| Annual return | -17.34% | -13.24%-4.1pp | 338.61%-355.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,297 | $695+86.4% | $1,159+11.8% | $2,596-50.1% |
| Participant deferral / active EE | $2,787 | $1,263+120.7% | $2,125+31.2% | $4,027-30.8% |
| Admin fee / account holder | $2,576 | $2,010+28.2% | $2,130+21.0% | $5,403-52.3% |