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 | $36,204 | $27,641+31.0% | $61,373-41.0% | $68,494-47.1% |
| Participation rate | 47.2% | 39.5%+7.7pp | 52.6%-5.4pp | 67.9%-20.7pp |
| Annual return | -17.31% | -13.24%-4.1pp | 338.61%-355.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $382 | $695-45.1% | $1,159-67.1% | $2,596-85.3% |
| Participant deferral / active EE | $1,181 | $1,263-6.5% | $2,125-44.4% | $4,027-70.7% |
| Admin fee / account holder | $2,270 | $2,010+13.0% | $2,130+6.6% | $5,403-58.0% |