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 | $49,725 | $42,396+17.3% | $67,313-26.1% | $56,287-11.7% |
| Participation rate | 58.3% | 61.0%-2.7pp | 69.1%-10.8pp | 69.9%-11.6pp |
| Annual return | -5.78% | -36.63%+30.8pp | -4.08%-1.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $767 | $1,414-45.8% | $2,566-70.1% | $2,111-63.7% |
| Participant deferral / active EE | $2,229 | $2,360-5.5% | $3,568-37.5% | $3,350-33.5% |
| Admin fee / account holder | $1,391 | $510+173.0% | $4,507-69.1% | $521+167.0% |