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 | $57,400 | $65,557-12.4% | $105,738-45.7% | $56,287+2.0% |
| Participation rate | 33.6% | 63.4%-29.8pp | 76.3%-42.8pp | 69.9%-36.3pp |
| Annual return | -6.85% | -1.32%-5.5pp | 6.27%-13.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,325 | $1,788-25.9% | $3,268-59.5% | $2,111-37.2% |
| Participant deferral / active EE | $2,741 | $2,418+13.4% | $4,080-32.8% | $3,350-18.2% |
| Admin fee / account holder | $2,948 | $561+425.0% | $6,913-57.4% | $521+465.9% |