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 | $79,114 | $92,222-14.2% | $76,768+3.1% | $135,375-41.6% |
| Participation rate | 68.4% | 79.8%-11.3pp | 77.0%-8.5pp | 82.6%-14.2pp |
| Annual return | -7.21% | 5.46%-12.7pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,909 | $3,216-40.6% | $2,485-23.2% | $4,779-60.1% |
| Participant deferral / active EE | $4,999 | $4,509+10.9% | $3,852+29.8% | $5,609-10.9% |
| Admin fee / account holder | $8,505 | $10,748-20.9% | $6,675+27.4% | $10,827-21.4% |