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 | $70,448 | $59,805+17.8% | $79,550-11.4% | $68,494+2.9% |
| Participation rate | 58.5% | 61.1%-2.6pp | 69.5%-11.0pp | 67.9%-9.4pp |
| Annual return | -16.31% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $690 | $1,505-54.2% | $2,413-71.4% | $2,596-73.4% |
| Participant deferral / active EE | $3,879 | $3,024+28.3% | $3,985-2.7% | $4,027-3.7% |
| Admin fee / account holder | $14,360 | $4,835+197.0% | $6,832+110.2% | $5,403+165.8% |