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 | $82,064 | $57,354+43.1% | $83,848-2.1% | $64,186+27.9% |
| Participation rate | 47.4% | 68.6%-21.2pp | 76.1%-28.7pp | 69.6%-22.1pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $590 | $2,545-76.8% | $3,631-83.7% | $2,381-75.2% |
| Participant deferral / active EE | $2,287 | $2,993-23.6% | $4,082-44.0% | $3,470-34.1% |
| Admin fee / account holder | $8,179 | $4,046+102.2% | $5,478+49.3% | $4,888+67.3% |