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 | $24,463 | $59,805-59.1% | $79,550-69.2% | $68,494-64.3% |
| Participation rate | 53.7% | 61.1%-7.4pp | 69.5%-15.8pp | 67.9%-14.2pp |
| Annual return | -18.13% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,511 | $1,505+0.4% | $2,413-37.4% | $2,596-41.8% |
| Participant deferral / active EE | $2,482 | $3,024-17.9% | $3,985-37.7% | $4,027-38.4% |
| Admin fee / account holder | $5,012 | $4,835+3.7% | $6,832-26.6% | $5,403-7.2% |