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 | $35,014 | $27,641+26.7% | $61,373-42.9% | $68,494-48.9% |
| Participation rate | 54.5% | 39.5%+15.1pp | 52.6%+2.0pp | 67.9%-13.3pp |
| Annual return | -15.91% | -13.24%-2.7pp | 338.61%-354.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $330 | $695-52.6% | $1,159-71.6% | $2,596-87.3% |
| Participant deferral / active EE | $1,467 | $1,263+16.2% | $2,125-30.9% | $4,027-63.6% |
| Admin fee / account holder | $1,128 | $2,010-43.9% | $2,130-47.0% | $5,403-79.1% |