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 | $34,529 | $54,350-36.5% | $82,719-58.3% | $68,494-49.6% |
| Participation rate | 62.7% | 63.9%-1.2pp | 72.6%-9.9pp | 67.9%-5.2pp |
| Annual return | -16.66% | -13.67%-3.0pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,451 | $2,218-34.6% | $3,009-51.8% | $2,596-44.1% |
| Participant deferral / active EE | $3,699 | $3,246+14.0% | $4,395-15.8% | $4,027-8.1% |
| Admin fee / account holder | $2,634 | $4,395-40.1% | $5,329-50.6% | $5,403-51.2% |