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 | $36,408 | $45,863-20.6% | $77,024-52.7% | $68,494-46.8% |
| Participation rate | 25.7% | 55.9%-30.2pp | 67.9%-42.2pp | 67.9%-42.2pp |
| Annual return | -9.42% | 1.72%-11.1pp | 42.32%-51.7pp | -7.84%-1.6pp |
| Employer contribution / active EE | $766 | $1,650-53.6% | $2,812-72.8% | $2,596-70.5% |
| Participant deferral / active EE | $1,159 | $2,962-60.9% | $4,426-73.8% | $4,027-71.2% |
| Admin fee / account holder | $20,053 | $3,041+559.5% | $5,425+269.6% | $5,403+271.2% |