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 | $30,059 | $81,900-63.3% | $119,609-74.9% | $68,494-56.1% |
| Participation rate | 63.0% | 71.9%-8.8pp | 79.3%-16.2pp | 67.9%-4.8pp |
| Annual return | -12.09% | -23.82%+11.7pp | -14.97%+2.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,709 | $2,693-36.6% | $4,232-59.6% | $2,596-34.2% |
| Participant deferral / active EE | $3,547 | $4,148-14.5% | $5,602-36.7% | $4,027-11.9% |
| Admin fee / account holder | $15,344 | $6,582+133.1% | $10,323+48.6% | $5,403+184.0% |