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 | $49,588 | $27,641+79.4% | $61,373-19.2% | $68,494-27.6% |
| Participation rate | 20.5% | 39.5%-19.0pp | 52.6%-32.1pp | 67.9%-47.4pp |
| Annual return | -19.48% | -13.24%-6.2pp | 338.61%-358.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $721 | $695+3.6% | $1,159-37.8% | $2,596-72.2% |
| Participant deferral / active EE | $1,099 | $1,263-13.0% | $2,125-48.3% | $4,027-72.7% |
| Admin fee / account holder | $2,508 | $2,010+24.8% | $2,130+17.8% | $5,403-53.6% |