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 | $74,794 | $27,641+170.6% | $61,373+21.9% | $68,494+9.2% |
| Participation rate | 25.7% | 39.5%-13.8pp | 52.6%-26.9pp | 67.9%-42.2pp |
| Annual return | -17.43% | -13.24%-4.2pp | 338.61%-356.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $198 | $695-71.5% | $1,159-82.9% | $2,596-92.4% |
| Participant deferral / active EE | $779 | $1,263-38.3% | $2,125-63.3% | $4,027-80.7% |
| Admin fee / account holder | $2,370 | $2,010+17.9% | $2,130+11.3% | $5,403-56.1% |