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 | $35,202 | $27,641+27.4% | $61,373-42.6% | $68,494-48.6% |
| Participation rate | 59.6% | 39.5%+20.1pp | 52.6%+7.0pp | 67.9%-8.3pp |
| Annual return | -16.00% | -13.24%-2.8pp | 338.61%-354.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $354 | $695-49.1% | $1,159-69.5% | $2,596-86.4% |
| Participant deferral / active EE | $2,135 | $1,263+69.0% | $2,125+0.5% | $4,027-47.0% |
| Admin fee / account holder | $2,947 | $2,010+46.6% | $2,130+38.4% | $5,403-45.5% |