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 | $41,023 | $46,674-12.1% | $117,472-65.1% | $68,494-40.1% |
| Participation rate | 59.4% | 56.8%+2.6pp | 70.6%-11.2pp | 67.9%-8.5pp |
| Annual return | -12.85% | -14.52%+1.7pp | 29.74%-42.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $847 | $1,505-43.7% | $4,176-79.7% | $2,596-67.4% |
| Participant deferral / active EE | $2,040 | $2,636-22.6% | $4,070-49.9% | $4,027-49.4% |
| Admin fee / account holder | $20,841 | $4,020+418.5% | $5,645+269.2% | $5,403+285.8% |