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 | $30,133 | $42,894-29.8% | $60,874-50.5% | $68,494-56.0% |
| Participation rate | 58.3% | 66.8%-8.5pp | 73.1%-14.8pp | 67.9%-9.6pp |
| Annual return | -17.81% | -13.98%-3.8pp | 16.90%-34.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,481 | $1,978-25.2% | $2,701-45.2% | $2,596-43.0% |
| Participant deferral / active EE | $4,508 | $2,867+57.3% | $3,817+18.1% | $4,027+11.9% |
| Admin fee / account holder | $3,823 | $3,101+23.3% | $3,224+18.6% | $5,403-29.2% |