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 | $35,324 | $59,805-40.9% | $79,550-55.6% | $68,494-48.4% |
| Participation rate | 69.0% | 61.1%+7.9pp | 69.5%-0.5pp | 67.9%+1.1pp |
| Annual return | -17.64% | -12.30%-5.3pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,029 | $1,505-31.6% | $2,413-57.4% | $2,596-60.4% |
| Participant deferral / active EE | $2,792 | $3,024-7.7% | $3,985-29.9% | $4,027-30.7% |
| Admin fee / account holder | $13,118 | $4,835+171.3% | $6,832+92.0% | $5,403+142.8% |