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 | $32,583 | $59,805-45.5% | $79,550-59.0% | $68,494-52.4% |
| Participation rate | 49.1% | 61.1%-11.9pp | 69.5%-20.4pp | 67.9%-18.8pp |
| Annual return | -18.64% | -12.30%-6.3pp | 0.16%-18.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $803 | $1,505-46.6% | $2,413-66.7% | $2,596-69.1% |
| Participant deferral / active EE | $2,331 | $3,024-22.9% | $3,985-41.5% | $4,027-42.1% |
| Admin fee / account holder | $767 | $4,835-84.1% | $6,832-88.8% | $5,403-85.8% |