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 | $66,872 | $46,674+43.3% | $117,472-43.1% | $68,494-2.4% |
| Participation rate | 44.0% | 56.8%-12.8pp | 70.6%-26.6pp | 67.9%-23.9pp |
| Annual return | -14.67% | -14.52%-0.2pp | 29.74%-44.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,071 | $1,505-28.8% | $4,176-74.3% | $2,596-58.7% |
| Participant deferral / active EE | $1,989 | $2,636-24.5% | $4,070-51.1% | $4,027-50.6% |
| Admin fee / account holder | $630 | $4,020-84.3% | $5,645-88.8% | $5,403-88.3% |