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 | $66,666 | $59,805+11.5% | $79,550-16.2% | $68,494-2.7% |
| Participation rate | 43.1% | 61.1%-18.0pp | 69.5%-26.4pp | 67.9%-24.8pp |
| Annual return | -14.71% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $428 | $1,505-71.6% | $2,413-82.3% | $2,596-83.5% |
| Participant deferral / active EE | $3,023 | $3,0240% | $3,985-24.1% | $4,027-24.9% |
| Admin fee / account holder | $7,764 | $4,835+60.6% | $6,832+13.6% | $5,403+43.7% |