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 | $90,188 | $64,119+40.7% | $112,228-19.6% | $66,914+34.8% |
| Participation rate | 40.2% | 68.5%-28.2pp | 75.1%-34.8pp | 69.8%-29.6pp |
| Annual return | -12.42% | -13.81%+1.4pp | 27.45%-39.9pp | 1.58%-14.0pp |
| Employer contribution / active EE | $1,438 | $3,005-52.1% | $3,635-60.4% | $2,544-43.5% |
| Participant deferral / active EE | $3,638 | $3,693-1.5% | $4,728-23.1% | $4,237-14.1% |
| Admin fee / account holder | $4,721 | $625+655.1% | $6,410-26.4% | $593+695.7% |