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 | $70,346 | $57,354+22.7% | $83,848-16.1% | $64,186+9.6% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -2.01% | 11.38%-13.4pp | 850.88%-852.9pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,174 | $2,545-14.6% | $3,631-40.1% | $2,381-8.7% |
| Participant deferral / active EE | $1,322 | $2,993-55.8% | $4,082-67.6% | $3,470-61.9% |
| Admin fee / account holder | $67,003 | $4,046+1556.2% | $5,478+1123.1% | $4,888+1270.8% |