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 | $35,453 | $59,805-40.7% | $79,550-55.4% | $68,494-48.2% |
| Participation rate | 51.2% | 61.1%-9.9pp | 69.5%-18.3pp | 67.9%-16.7pp |
| Annual return | -15.55% | -12.30%-3.3pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,275 | $1,505-15.3% | $2,413-47.2% | $2,596-50.9% |
| Participant deferral / active EE | $2,664 | $3,024-11.9% | $3,985-33.2% | $4,027-33.9% |
| Admin fee / account holder | $828 | $4,835-82.9% | $6,832-87.9% | $5,403-84.7% |