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 | $47,380 | $27,641+71.4% | $61,373-22.8% | $68,494-30.8% |
| Participation rate | 46.8% | 39.5%+7.3pp | 52.6%-5.8pp | 67.9%-21.1pp |
| Annual return | -16.51% | -13.24%-3.3pp | 338.61%-355.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $422 | $695-39.4% | $1,159-63.6% | $2,596-83.8% |
| Participant deferral / active EE | $1,690 | $1,263+33.8% | $2,125-20.5% | $4,027-58.0% |
| Admin fee / account holder | $10,098 | $2,010+402.4% | $2,130+374.1% | $5,403+86.9% |