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 | $38,949 | $59,805-34.9% | $79,550-51.0% | $68,494-43.1% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.5%-5.2pp | 67.9%-3.6pp |
| Annual return | -12.01% | -12.30%+0.3pp | 0.16%-12.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,176 | $1,505-21.9% | $2,413-51.3% | $2,596-54.7% |
| Participant deferral / active EE | $2,249 | $3,024-25.6% | $3,985-43.6% | $4,027-44.1% |
| Admin fee / account holder | $20,122 | $4,835+316.2% | $6,832+194.5% | $5,403+272.4% |