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 | $27,108 | $45,863-40.9% | $77,024-64.8% | $68,494-60.4% |
| Participation rate | 67.7% | 55.9%+11.8pp | 67.9%-0.2pp | 67.9%-0.2pp |
| Annual return | -17.64% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,525 | $1,650-7.5% | $2,812-45.8% | $2,596-41.3% |
| Participant deferral / active EE | $2,969 | $2,962+0.2% | $4,426-32.9% | $4,027-26.3% |
| Admin fee / account holder | $488 | $3,041-84.0% | $5,425-91.0% | $5,403-91.0% |