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 | $60,329 | $57,354+5.2% | $83,848-28.0% | $64,186-6.0% |
| Participation rate | 52.8% | 68.6%-15.8pp | 76.1%-23.4pp | 69.6%-16.8pp |
| Annual return | -4.99% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,065 | $2,993+69.2% | $4,082+24.1% | $3,470+46.0% |
| Admin fee / account holder | $7,839 | $4,046+93.8% | $5,478+43.1% | $4,888+60.4% |