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 | $73,414 | $46,674+57.3% | $117,472-37.5% | $68,494+7.2% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -16.88% | -14.52%-2.4pp | 29.74%-46.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,624 | $1,505+8.0% | $4,176-61.1% | $2,596-37.4% |
| Participant deferral / active EE | $3,032 | $2,636+15.0% | $4,070-25.5% | $4,027-24.7% |
| Admin fee / account holder | $4,645 | $4,020+15.5% | $5,645-17.7% | $5,403-14.0% |