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 | $33,296 | $59,805-44.3% | $79,550-58.1% | $68,494-51.4% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.5%-6.5pp | 67.9%-4.9pp |
| Annual return | -7.77% | -12.30%+4.5pp | 0.16%-7.9pp | -7.84%+0.1pp |
| Employer contribution / active EE | $1,101 | $1,505-26.8% | $2,413-54.4% | $2,596-57.6% |
| Participant deferral / active EE | $1,899 | $3,024-37.2% | $3,985-52.4% | $4,027-52.9% |
| Admin fee / account holder | $11,296 | $4,835+133.6% | $6,832+65.3% | $5,403+109.1% |