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 | $39,832 | $59,805-33.4% | $79,550-49.9% | $68,494-41.8% |
| Participation rate | 40.9% | 61.1%-20.2pp | 69.5%-28.6pp | 67.9%-27.0pp |
| Annual return | -11.03% | -12.30%+1.3pp | 0.16%-11.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $775 | $1,505-48.5% | $2,413-67.9% | $2,596-70.1% |
| Participant deferral / active EE | $1,562 | $3,024-48.3% | $3,985-60.8% | $4,027-61.2% |
| Admin fee / account holder | $7,815 | $4,835+61.6% | $6,832+14.4% | $5,403+44.6% |