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 | $83,034 | $69,010+20.3% | $159,960-48.1% | $68,494+21.2% |
| Participation rate | 51.5% | 65.4%-13.9pp | 78.0%-26.4pp | 67.9%-16.4pp |
| Annual return | -14.79% | -9.65%-5.1pp | 408.60%-423.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $919 | $2,213-58.5% | $4,226-78.3% | $2,596-64.6% |
| Participant deferral / active EE | $5,749 | $4,212+36.5% | $6,182-7.0% | $4,027+42.7% |
| Admin fee / account holder | $8,420 | $4,798+75.5% | $8,698-3.2% | $5,403+55.8% |