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 | $35,717 | $27,641+29.2% | $61,373-41.8% | $68,494-47.9% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -15.90% | -13.24%-2.7pp | 338.61%-354.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $397 | $695-42.9% | $1,159-65.7% | $2,596-84.7% |
| Participant deferral / active EE | $1,600 | $1,263+26.7% | $2,125-24.7% | $4,027-60.3% |
| Admin fee / account holder | $4,907 | $2,010+144.1% | $2,130+130.4% | $5,403-9.2% |