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 | $77,960 | $59,159+31.8% | $159,960-51.3% | $66,914+16.5% |
| Participation rate | 58.8% | 68.1%-9.3pp | 78.0%-19.1pp | 69.8%-11.0pp |
| Annual return | -16.82% | -12.26%-4.6pp | 408.60%-425.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,681 | $1,983-15.2% | $4,226-60.2% | $2,544-33.9% |
| Participant deferral / active EE | $4,464 | $4,395+1.6% | $6,182-27.8% | $4,237+5.4% |
| Admin fee / account holder | $5,159 | $591+773.2% | $8,698-40.7% | $593+769.6% |