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 | $29,842 | $27,641+8.0% | $61,373-51.4% | $68,494-56.4% |
| Participation rate | 52.3% | 39.5%+12.8pp | 52.6%-0.3pp | 67.9%-15.6pp |
| Annual return | -17.30% | -13.24%-4.1pp | 338.61%-355.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $737 | $695+5.9% | $1,159-36.5% | $2,596-71.6% |
| Participant deferral / active EE | $2,731 | $1,263+116.2% | $2,125+28.5% | $4,027-32.2% |
| Admin fee / account holder | $4,152 | $2,010+106.6% | $2,130+94.9% | $5,403-23.2% |