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 | $70,180 | $73,004-3.9% | $90,749-22.7% | $68,494+2.5% |
| Participation rate | 46.2% | 70.8%-24.7pp | 75.7%-29.5pp | 67.9%-21.7pp |
| Annual return | -11.77% | -13.81%+2.0pp | -12.16%+0.4pp | -7.84%-3.9pp |
| Employer contribution / active EE | $818 | $2,193-62.7% | $2,921-72.0% | $2,596-68.5% |
| Participant deferral / active EE | $1,839 | $3,627-49.3% | $4,564-59.7% | $4,027-54.3% |
| Admin fee / account holder | $16,037 | $5,896+172.0% | $8,445+89.9% | $5,403+196.8% |