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 | $38,279 | $69,010-44.5% | $159,960-76.1% | $68,494-44.1% |
| Participation rate | 69.0% | 65.4%+3.6pp | 78.0%-9.0pp | 67.9%+1.1pp |
| Annual return | -11.03% | -9.65%-1.4pp | 408.60%-419.6pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,278 | $2,213-42.2% | $4,226-69.7% | $2,596-50.8% |
| Participant deferral / active EE | $2,506 | $4,212-40.5% | $6,182-59.5% | $4,027-37.8% |
| Admin fee / account holder | $27,336 | $4,798+469.8% | $8,698+214.3% | $5,403+406.0% |