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 | $81,158 | $66,302+22.4% | $110,238-26.4% | $56,287+44.2% |
| Participation rate | 53.8% | 74.9%-21.1pp | 79.8%-26.0pp | 69.9%-16.1pp |
| Annual return | -5.40% | -1.18%-4.2pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,365 | $2,047-33.3% | $3,826-64.3% | $2,111-35.4% |
| Participant deferral / active EE | $2,782 | $3,381-17.7% | $4,672-40.5% | $3,350-16.9% |
| Admin fee / account holder | $1,223 | $698+75.1% | $8,547-85.7% | $521+134.8% |