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 | $38,618 | $54,229-28.8% | $70,092-44.9% | $68,494-43.6% |
| Participation rate | 35.2% | 64.5%-29.3pp | 70.5%-35.3pp | 67.9%-32.7pp |
| Annual return | -8.55% | -13.87%+5.3pp | 190.73%-199.3pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,462 | $2,018-27.6% | $2,559-42.9% | $2,596-43.7% |
| Participant deferral / active EE | $1,899 | $2,956-35.8% | $3,849-50.7% | $4,027-52.8% |
| Admin fee / account holder | $7,030 | $4,694+49.8% | $6,267+12.2% | $5,403+30.1% |