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 | $34,054 | $32,117+6.0% | $71,086-52.1% | $64,186-46.9% |
| Participation rate | 51.9% | 42.7%+9.3pp | 54.7%-2.7pp | 69.6%-17.6pp |
| Annual return | -4.44% | -5.57%+1.1pp | 650.59%-655.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $259 | $712-63.6% | $1,088-76.2% | $2,381-89.1% |
| Participant deferral / active EE | $1,052 | $1,263-16.7% | $1,874-43.9% | $3,470-69.7% |
| Admin fee / account holder | $4,324 | $2,759+56.7% | $3,082+40.3% | $4,888-11.5% |