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 | $36,929 | $69,010-46.5% | $159,960-76.9% | $68,494-46.1% |
| Participation rate | 41.5% | 65.4%-23.9pp | 78.0%-36.4pp | 67.9%-26.4pp |
| Annual return | -15.67% | -9.65%-6.0pp | 408.60%-424.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,581 | $2,213-28.6% | $4,226-62.6% | $2,596-39.1% |
| Participant deferral / active EE | $3,256 | $4,212-22.7% | $6,182-47.3% | $4,027-19.2% |
| Admin fee / account holder | $8,394 | $4,798+74.9% | $8,698-3.5% | $5,403+55.4% |