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 | $78,487 | $46,674+68.2% | $117,472-33.2% | $68,494+14.6% |
| Participation rate | 51.2% | 56.8%-5.6pp | 70.6%-19.4pp | 67.9%-16.7pp |
| Annual return | -11.16% | -14.52%+3.4pp | 29.74%-40.9pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,037 | $1,505-31.1% | $4,176-75.2% | $2,596-60.1% |
| Participant deferral / active EE | $1,001 | $2,636-62.0% | $4,070-75.4% | $4,027-75.1% |
| Admin fee / account holder | $4,609 | $4,020+14.7% | $5,645-18.3% | $5,403-14.7% |