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 | $56,574 | $49,177+15.0% | $79,464-28.8% | $64,186-11.9% |
| Participation rate | 63.4% | 65.0%-1.6pp | 73.3%-9.9pp | 69.6%-6.2pp |
| Annual return | -5.30% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $296 | $2,076-85.8% | $2,800-89.4% | $2,381-87.6% |
| Participant deferral / active EE | $1,252 | $2,821-55.6% | $3,704-66.2% | $3,470-63.9% |
| Admin fee / account holder | $11,738 | $3,839+205.8% | $5,113+129.6% | $4,888+140.1% |