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 | $59,011 | $54,350+8.6% | $82,719-28.7% | $68,494-13.8% |
| Participation rate | 57.7% | 63.9%-6.2pp | 72.6%-14.9pp | 67.9%-10.2pp |
| Annual return | -13.18% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,624 | $2,218-26.8% | $3,009-46.0% | $2,596-37.5% |
| Participant deferral / active EE | $2,124 | $3,246-34.6% | $4,395-51.7% | $4,027-47.3% |
| Admin fee / account holder | $2,186 | $4,395-50.3% | $5,329-59.0% | $5,403-59.5% |