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 | $102,384 | $59,805+71.2% | $79,550+28.7% | $68,494+49.5% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.5%-27.4pp | 67.9%-25.8pp |
| Annual return | -7.67% | -12.30%+4.6pp | 0.16%-7.8pp | -7.84%+0.2pp |
| Employer contribution / active EE | $578 | $1,505-61.6% | $2,413-76.1% | $2,596-77.7% |
| Participant deferral / active EE | $2,641 | $3,024-12.7% | $3,985-33.7% | $4,027-34.4% |
| Admin fee / account holder | $47,116 | $4,835+874.5% | $6,832+589.6% | $5,403+772.1% |