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 | $54,212 | $37,393+45.0% | $77,024-29.6% | $66,914-19.0% |
| Participation rate | 44.8% | 52.9%-8.1pp | 67.9%-23.1pp | 69.8%-25.0pp |
| Annual return | -16.12% | -3.29%-12.8pp | 42.32%-58.4pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,099 | $1,531-28.2% | $2,812-60.9% | $2,544-56.8% |
| Participant deferral / active EE | $1,876 | $2,617-28.3% | $4,426-57.6% | $4,237-55.7% |
| Admin fee / account holder | $1,959 | $567+245.6% | $5,425-63.9% | $593+230.2% |