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 | $27,375 | $45,863-40.3% | $77,024-64.5% | $68,494-60.0% |
| Participation rate | 51.0% | 55.9%-4.9pp | 67.9%-16.9pp | 67.9%-16.9pp |
| Annual return | -13.80% | 1.72%-15.5pp | 42.32%-56.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $344 | $1,650-79.2% | $2,812-87.8% | $2,596-86.8% |
| Participant deferral / active EE | $2,102 | $2,962-29.0% | $4,426-52.5% | $4,027-47.8% |
| Admin fee / account holder | $7,773 | $3,041+155.6% | $5,425+43.3% | $5,403+43.9% |