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 | $22,828 | $45,863-50.2% | $77,024-70.4% | $68,494-66.7% |
| Participation rate | 39.1% | 55.9%-16.8pp | 67.9%-28.8pp | 67.9%-28.8pp |
| Annual return | -16.01% | 1.72%-17.7pp | 42.32%-58.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $750 | $1,650-54.5% | $2,812-73.3% | $2,596-71.1% |
| Participant deferral / active EE | $1,309 | $2,962-55.8% | $4,426-70.4% | $4,027-67.5% |
| Admin fee / account holder | $6,390 | $3,041+110.1% | $5,425+17.8% | $5,403+18.3% |