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 | $38,673 | $27,641+39.9% | $61,373-37.0% | $68,494-43.5% |
| Participation rate | 37.5% | 39.5%-2.0pp | 52.6%-15.1pp | 67.9%-30.4pp |
| Annual return | -8.21% | -13.24%+5.0pp | 338.61%-346.8pp | -7.84%-0.4pp |
| Employer contribution / active EE | $302 | $695-56.6% | $1,159-74.0% | $2,596-88.4% |
| Participant deferral / active EE | $1,072 | $1,263-15.2% | $2,125-49.6% | $4,027-73.4% |
| Admin fee / account holder | $1,566 | $2,010-22.1% | $2,130-26.5% | $5,403-71.0% |