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 | $76,808 | $72,404+6.1% | $110,238-30.3% | $64,186+19.7% |
| Participation rate | 49.0% | 73.3%-24.4pp | 79.8%-30.8pp | 69.6%-20.6pp |
| Annual return | -4.14% | -6.29%+2.1pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $863 | $2,282-62.2% | $3,826-77.4% | $2,381-63.8% |
| Participant deferral / active EE | $1,684 | $3,469-51.5% | $4,672-64.0% | $3,470-51.5% |
| Admin fee / account holder | $2,179 | $5,664-61.5% | $8,547-74.5% | $4,888-55.4% |