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 | $67,357 | $57,354+17.4% | $83,848-19.7% | $64,186+4.9% |
| Participation rate | 43.1% | 68.6%-25.5pp | 76.1%-33.0pp | 69.6%-26.4pp |
| Annual return | -5.09% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,307 | $2,545-48.6% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $2,490 | $2,993-16.8% | $4,082-39.0% | $3,470-28.2% |
| Admin fee / account holder | $8,005 | $4,046+97.9% | $5,478+46.1% | $4,888+63.8% |