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 | $33,014 | $44,642-26.0% | $91,220-63.8% | $66,914-50.7% |
| Participation rate | 51.5% | 64.9%-13.4pp | 73.2%-21.7pp | 69.8%-18.3pp |
| Annual return | -16.26% | -12.29%-4.0pp | 114.01%-130.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,258 | $1,706-26.3% | $2,850-55.9% | $2,544-50.6% |
| Participant deferral / active EE | $2,249 | $3,349-32.8% | $4,234-46.9% | $4,237-46.9% |
| Admin fee / account holder | $4,886 | $521+837.1% | $5,420-9.8% | $593+723.6% |