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 | $66,304 | $57,354+15.6% | $83,848-20.9% | $64,186+3.3% |
| Participation rate | 47.2% | 68.6%-21.4pp | 76.1%-29.0pp | 69.6%-22.4pp |
| Annual return | -5.80% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $970 | $2,545-61.9% | $3,631-73.3% | $2,381-59.3% |
| Participant deferral / active EE | $2,279 | $2,993-23.9% | $4,082-44.2% | $3,470-34.3% |
| Admin fee / account holder | $41,708 | $4,046+930.9% | $5,478+661.4% | $4,888+753.3% |