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 | $27,618 | $59,805-53.8% | $79,550-65.3% | $68,494-59.7% |
| Participation rate | 60.7% | 61.1%-0.4pp | 69.5%-8.8pp | 67.9%-7.2pp |
| Annual return | -18.42% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,302 | $1,505-13.5% | $2,413-46.1% | $2,596-49.9% |
| Participant deferral / active EE | $2,218 | $3,024-26.7% | $3,985-44.4% | $4,027-44.9% |
| Admin fee / account holder | $25,314 | $4,835+423.6% | $6,832+270.5% | $5,403+368.5% |