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 | $52,992 | $49,280+7.5% | $67,313-21.3% | $64,186-17.4% |
| Participation rate | 63.6% | 60.8%+2.9pp | 69.1%-5.4pp | 69.6%-5.9pp |
| Annual return | -8.03% | -1.39%-6.6pp | -4.08%-4.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,395 | $2,484+36.7% | $3,568-4.9% | $3,470-2.1% |
| Admin fee / account holder | $1,678 | $3,863-56.6% | $4,507-62.8% | $4,888-65.7% |