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 | $51,191 | $50,958+0.5% | $74,550-31.3% | $64,186-20.2% |
| Participation rate | 69.0% | 61.1%+7.9pp | 69.1%-0.2pp | 69.6%-0.6pp |
| Annual return | -6.56% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,388 | $2,301+134.1% | $3,108+73.3% | $3,470+55.3% |
| Admin fee / account holder | $3,774 | $4,223-10.6% | $5,060-25.4% | $4,888-22.8% |