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 | $44,670 | $27,641+61.6% | $61,373-27.2% | $68,494-34.8% |
| Participation rate | 56.7% | 39.5%+17.2pp | 52.6%+4.1pp | 67.9%-11.2pp |
| Annual return | -10.41% | -13.24%+2.8pp | 338.61%-349.0pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,096 | $695+57.6% | $1,159-5.5% | $2,596-57.8% |
| Participant deferral / active EE | $1,829 | $1,263+44.8% | $2,125-13.9% | $4,027-54.6% |
| Admin fee / account holder | $1,734 | $2,010-13.8% | $2,130-18.6% | $5,403-67.9% |