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 | $62,140 | $77,813-20.1% | $123,544-49.7% | $64,186-3.2% |
| Participation rate | 62.5% | 74.7%-12.2pp | 82.3%-19.8pp | 69.6%-7.1pp |
| Annual return | -6.21% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,920 | $3,014-3.1% | $4,628-36.9% | $2,381+22.6% |
| Participant deferral / active EE | $5,381 | $5,240+2.7% | $6,426-16.3% | $3,470+55.1% |
| Admin fee / account holder | $5,282 | $5,519-4.3% | $9,284-43.1% | $4,888+8.1% |