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 | $44,351 | $27,641+60.5% | $61,373-27.7% | $68,494-35.2% |
| Participation rate | 42.4% | 39.5%+2.9pp | 52.6%-10.2pp | 67.9%-25.5pp |
| Annual return | -19.49% | -13.24%-6.3pp | 338.61%-358.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $406 | $695-41.6% | $1,159-65.0% | $2,596-84.4% |
| Participant deferral / active EE | $1,629 | $1,263+28.9% | $2,125-23.3% | $4,027-59.6% |
| Admin fee / account holder | $2,515 | $2,010+25.1% | $2,130+18.1% | $5,403-53.5% |