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 | $34,364 | $32,117+7.0% | $71,086-51.7% | $64,186-46.5% |
| Participation rate | 64.0% | 42.7%+21.3pp | 54.7%+9.3pp | 69.6%-5.6pp |
| Annual return | -8.13% | -5.57%-2.6pp | 650.59%-658.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,143 | $1,263-9.5% | $1,874-39.0% | $3,470-67.1% |
| Admin fee / account holder | $2,956 | $2,759+7.1% | $3,082-4.1% | $4,888-39.5% |