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 | $27,262 | $37,393-27.1% | $77,024-64.6% | $66,914-59.3% |
| Participation rate | 45.1% | 52.9%-7.7pp | 67.9%-22.8pp | 69.8%-24.7pp |
| Annual return | -14.86% | -3.29%-11.6pp | 42.32%-57.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $812 | $1,531-46.9% | $2,812-71.1% | $2,544-68.1% |
| Participant deferral / active EE | $2,160 | $2,617-17.5% | $4,426-51.2% | $4,237-49.0% |
| Admin fee / account holder | $1,571 | $567+177.1% | $5,425-71.0% | $593+164.8% |