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 | $73,896 | $46,674+58.3% | $117,472-37.1% | $68,494+7.9% |
| Participation rate | 41.5% | 56.8%-15.3pp | 70.6%-29.1pp | 67.9%-26.4pp |
| Annual return | -15.15% | -14.52%-0.6pp | 29.74%-44.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,035 | $1,505-31.2% | $4,176-75.2% | $2,596-60.1% |
| Participant deferral / active EE | $2,084 | $2,636-20.9% | $4,070-48.8% | $4,027-48.3% |
| Admin fee / account holder | $15,924 | $4,020+296.1% | $5,645+182.1% | $5,403+194.7% |