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 | $36,017 | $42,548-15.3% | $74,550-51.7% | $56,287-36.0% |
| Participation rate | 66.9% | 60.5%+6.5pp | 69.1%-2.2pp | 69.9%-2.9pp |
| Annual return | -6.88% | 12.40%-19.3pp | 32.53%-39.4pp | -9.96%+3.1pp |
| Employer contribution / active EE | $632 | $855-26.1% | $1,961-67.8% | $2,111-70.1% |
| Participant deferral / active EE | $2,520 | $2,277+10.6% | $3,108-18.9% | $3,350-24.8% |
| Admin fee / account holder | $7,058 | $467+1410.8% | $5,060+39.5% | $521+1254.9% |