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 | $34,455 | $69,010-50.1% | $159,960-78.5% | $68,494-49.7% |
| Participation rate | 62.9% | 65.4%-2.6pp | 78.0%-15.1pp | 67.9%-5.0pp |
| Annual return | 16.44% | -9.65%+26.1pp | 408.60%-392.2pp | -7.84%+24.3pp |
| Employer contribution / active EE | $1,082 | $2,213-51.1% | $4,226-74.4% | $2,596-58.3% |
| Participant deferral / active EE | $1,487 | $4,212-64.7% | $6,182-75.9% | $4,027-63.1% |
| Admin fee / account holder | $31,051 | $4,798+547.2% | $8,698+257.0% | $5,403+474.7% |