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 | $32,120 | $43,723-26.5% | $121,196-73.5% | $64,186-50.0% |
| Participation rate | 49.1% | 58.3%-9.2pp | 71.7%-22.7pp | 69.6%-20.5pp |
| Annual return | -6.79% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $830 | $1,296-36.0% | $4,022-79.4% | $2,381-65.1% |
| Participant deferral / active EE | $1,815 | $2,280-20.4% | $3,344-45.7% | $3,470-47.7% |
| Admin fee / account holder | $10,308 | $3,501+194.4% | $5,019+105.4% | $4,888+110.9% |