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 | $32,211 | $45,863-29.8% | $77,024-58.2% | $68,494-53.0% |
| Participation rate | 43.5% | 55.9%-12.4pp | 67.9%-24.4pp | 67.9%-24.4pp |
| Annual return | -16.31% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $776 | $1,650-53.0% | $2,812-72.4% | $2,596-70.1% |
| Participant deferral / active EE | $2,567 | $2,962-13.3% | $4,426-42.0% | $4,027-36.3% |
| Admin fee / account holder | $9,737 | $3,041+220.2% | $5,425+79.5% | $5,403+80.2% |