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 | $70,252 | $54,350+29.3% | $82,719-15.1% | $68,494+2.6% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -16.43% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,740 | $2,218-21.6% | $3,009-42.2% | $2,596-33.0% |
| Participant deferral / active EE | $3,809 | $3,246+17.3% | $4,395-13.3% | $4,027-5.4% |
| Admin fee / account holder | $5,136 | $4,395+16.8% | $5,329-3.6% | $5,403-4.9% |