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 | $56,121 | $59,805-6.2% | $79,550-29.5% | $68,494-18.1% |
| Participation rate | 48.6% | 61.1%-12.4pp | 69.5%-20.8pp | 67.9%-19.2pp |
| Annual return | -14.32% | -12.30%-2.0pp | 0.16%-14.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $859 | $1,505-42.9% | $2,413-64.4% | $2,596-66.9% |
| Participant deferral / active EE | $2,955 | $3,024-2.3% | $3,985-25.8% | $4,027-26.6% |
| Admin fee / account holder | $12,258 | $4,835+153.5% | $6,832+79.4% | $5,403+126.9% |