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 | $54,394 | $64,119-15.2% | $112,228-51.5% | $66,914-18.7% |
| Participation rate | 30.3% | 68.5%-38.2pp | 75.1%-44.8pp | 69.8%-39.5pp |
| Annual return | -15.66% | -13.81%-1.8pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $968 | $3,005-67.8% | $3,635-73.4% | $2,544-62.0% |
| Participant deferral / active EE | $1,719 | $3,693-53.5% | $4,728-63.6% | $4,237-59.4% |
| Admin fee / account holder | $5,156 | $625+724.7% | $6,410-19.6% | $593+769.1% |