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 | $48,140 | $59,805-19.5% | $79,550-39.5% | $68,494-29.7% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -18.67% | -12.30%-6.4pp | 0.16%-18.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $381 | $1,505-74.7% | $2,413-84.2% | $2,596-85.3% |
| Participant deferral / active EE | $2,707 | $3,024-10.5% | $3,985-32.1% | $4,027-32.8% |
| Admin fee / account holder | $2,739 | $4,835-43.4% | $6,832-59.9% | $5,403-49.3% |