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 | $42,337 | $59,805-29.2% | $79,550-46.8% | $68,494-38.2% |
| Participation rate | 60.4% | 61.1%-0.7pp | 69.5%-9.1pp | 67.9%-7.5pp |
| Annual return | -17.97% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $662 | $1,505-56.0% | $2,413-72.6% | $2,596-74.5% |
| Participant deferral / active EE | $3,074 | $3,024+1.6% | $3,985-22.9% | $4,027-23.7% |
| Admin fee / account holder | $11,915 | $4,835+146.4% | $6,832+74.4% | $5,403+120.5% |