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 | $25,036 | $45,863-45.4% | $77,024-67.5% | $68,494-63.4% |
| Participation rate | 35.0% | 55.9%-20.9pp | 67.9%-32.9pp | 67.9%-32.9pp |
| Annual return | -18.77% | 1.72%-20.5pp | 42.32%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $753 | $1,650-54.4% | $2,812-73.2% | $2,596-71.0% |
| Participant deferral / active EE | $988 | $2,962-66.6% | $4,426-77.7% | $4,027-75.5% |
| Admin fee / account holder | $398 | $3,041-86.9% | $5,425-92.7% | $5,403-92.6% |