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 | $65,399 | $42,548+53.7% | $74,550-12.3% | $56,287+16.2% |
| Participation rate | 42.7% | 60.5%-17.7pp | 69.1%-26.4pp | 69.9%-27.1pp |
| Annual return | -6.32% | 12.40%-18.7pp | 32.53%-38.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $303 | $855-64.5% | $1,961-84.5% | $2,111-85.6% |
| Participant deferral / active EE | $2,134 | $2,277-6.3% | $3,108-31.3% | $3,350-36.3% |
| Admin fee / account holder | $2,218 | $467+374.8% | $5,060-56.2% | $521+325.8% |