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 | $71,196 | $53,162+33.9% | $91,220-22.0% | $68,494+3.9% |
| Participation rate | 47.8% | 63.2%-15.4pp | 73.2%-25.4pp | 67.9%-20.1pp |
| Annual return | -17.42% | -3.14%-14.3pp | 114.01%-131.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $894 | $1,709-47.7% | $2,850-68.6% | $2,596-65.6% |
| Participant deferral / active EE | $4,176 | $2,974+40.4% | $4,234-1.4% | $4,027+3.7% |
| Admin fee / account holder | $348 | $4,493-92.3% | $5,420-93.6% | $5,403-93.6% |