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 | $28,885 | $27,641+4.5% | $61,373-52.9% | $68,494-57.8% |
| Participation rate | 41.8% | 39.5%+2.3pp | 52.6%-10.8pp | 67.9%-26.1pp |
| Annual return | -14.96% | -13.24%-1.7pp | 338.61%-353.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $499 | $695-28.3% | $1,159-57.0% | $2,596-80.8% |
| Participant deferral / active EE | $1,247 | $1,263-1.3% | $2,125-41.3% | $4,027-69.0% |
| Admin fee / account holder | $1,601 | $2,010-20.4% | $2,130-24.8% | $5,403-70.4% |