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 | $55,255 | $49,177+12.4% | $79,464-30.5% | $64,186-13.9% |
| Participation rate | 33.8% | 65.0%-31.3pp | 73.3%-39.6pp | 69.6%-35.8pp |
| Annual return | -6.98% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $311 | $2,076-85.0% | $2,800-88.9% | $2,381-86.9% |
| Participant deferral / active EE | $1,339 | $2,821-52.5% | $3,704-63.8% | $3,470-61.4% |
| Admin fee / account holder | $742 | $3,839-80.7% | $5,113-85.5% | $4,888-84.8% |