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 | $40,238 | $59,805-32.7% | $79,550-49.4% | $68,494-41.3% |
| Participation rate | 48.1% | 61.1%-13.0pp | 69.5%-21.4pp | 67.9%-19.8pp |
| Annual return | -18.86% | -12.30%-6.6pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,208 | $1,505-19.7% | $2,413-49.9% | $2,596-53.5% |
| Participant deferral / active EE | $3,091 | $3,024+2.2% | $3,985-22.4% | $4,027-23.2% |
| Admin fee / account holder | $787 | $4,835-83.7% | $6,832-88.5% | $5,403-85.4% |