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 | $126,121 | $48,265+161.3% | $68,791+83.3% | $68,494+84.1% |
| Participation rate | 20.2% | 60.7%-40.4pp | 69.0%-48.8pp | 67.9%-47.7pp |
| Annual return | -17.98% | -12.71%-5.3pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $672 | $1,829-63.2% | $2,655-74.7% | $2,596-74.1% |
| Participant deferral / active EE | $1,708 | $2,867-40.4% | $3,941-56.7% | $4,027-57.6% |
| Admin fee / account holder | $11,981 | $4,355+175.1% | $4,932+142.9% | $5,403+121.8% |