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 | $56,662 | $27,641+105.0% | $61,373-7.7% | $68,494-17.3% |
| Participation rate | 32.9% | 39.5%-6.6pp | 52.6%-19.7pp | 67.9%-35.0pp |
| Annual return | -15.10% | -13.24%-1.9pp | 338.61%-353.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $817 | $695+17.4% | $1,159-29.6% | $2,596-68.5% |
| Participant deferral / active EE | $2,263 | $1,263+79.2% | $2,125+6.5% | $4,027-43.8% |
| Admin fee / account holder | $3,940 | $2,010+96.0% | $2,130+85.0% | $5,403-27.1% |