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 | $61,968 | $48,576+27.6% | $169,463-63.4% | $56,287+10.1% |
| Participation rate | 39.7% | 65.8%-26.2pp | 77.8%-38.1pp | 69.9%-30.2pp |
| Annual return | -6.18% | -2.51%-3.7pp | 1.83%-8.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $627 | $1,559-59.8% | $4,159-84.9% | $2,111-70.3% |
| Participant deferral / active EE | $1,804 | $3,275-44.9% | $5,277-65.8% | $3,350-46.1% |
| Admin fee / account holder | $8,697 | $435+1898.9% | $9,109-4.5% | $521+1569.5% |