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 | $27,077 | $42,548-36.4% | $74,550-63.7% | $56,287-51.9% |
| Participation rate | 49.3% | 60.5%-11.2pp | 69.1%-19.9pp | 69.9%-20.6pp |
| Annual return | -2.42% | 12.40%-14.8pp | 32.53%-34.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $492 | $855-42.4% | $1,961-74.9% | $2,111-76.7% |
| Participant deferral / active EE | $1,887 | $2,277-17.1% | $3,108-39.3% | $3,350-43.7% |
| Admin fee / account holder | $4,605 | $467+885.7% | $5,060-9.0% | $521+783.9% |