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 | $52,143 | $59,805-12.8% | $79,550-34.5% | $68,494-23.9% |
| Participation rate | 44.8% | 61.1%-16.2pp | 69.5%-24.7pp | 67.9%-23.1pp |
| Annual return | -17.99% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,540 | $3,024-49.1% | $3,985-61.4% | $4,027-61.8% |
| Admin fee / account holder | $5,485 | $4,835+13.5% | $6,832-19.7% | $5,403+1.5% |