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 | $30,841 | $45,863-32.8% | $77,024-60.0% | $68,494-55.0% |
| Participation rate | 38.6% | 55.9%-17.3pp | 67.9%-29.3pp | 67.9%-29.3pp |
| Annual return | -15.71% | 1.72%-17.4pp | 42.32%-58.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,563 | $1,650-5.3% | $2,812-44.4% | $2,596-39.8% |
| Participant deferral / active EE | $2,901 | $2,962-2.1% | $4,426-34.5% | $4,027-28.0% |
| Admin fee / account holder | $9,454 | $3,041+210.9% | $5,425+74.3% | $5,403+75.0% |