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 | $89,586 | $69,010+29.8% | $159,960-44.0% | $68,494+30.8% |
| Participation rate | 55.7% | 65.4%-9.7pp | 78.0%-22.2pp | 67.9%-12.2pp |
| Annual return | -12.39% | -9.65%-2.7pp | 408.60%-421.0pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,282 | $2,213-42.1% | $4,226-69.7% | $2,596-50.6% |
| Participant deferral / active EE | $3,424 | $4,212-18.7% | $6,182-44.6% | $4,027-15.0% |
| Admin fee / account holder | $4,906 | $4,798+2.3% | $8,698-43.6% | $5,403-9.2% |