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 | $33,121 | $27,641+19.8% | $61,373-46.0% | $68,494-51.6% |
| Participation rate | 41.9% | 39.5%+2.4pp | 52.6%-10.6pp | 67.9%-26.0pp |
| Annual return | -18.12% | -13.24%-4.9pp | 338.61%-356.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $950 | $695+36.7% | $1,159-18.0% | $2,596-63.4% |
| Participant deferral / active EE | $3,169 | $1,263+150.9% | $2,125+49.2% | $4,027-21.3% |
| Admin fee / account holder | $4,831 | $2,010+140.4% | $2,130+126.8% | $5,403-10.6% |