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 | $84,323 | $77,813+8.4% | $123,544-31.7% | $64,186+31.4% |
| Participation rate | 51.9% | 74.7%-22.9pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | -6.25% | 12.48%-18.7pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,514 | $3,014-49.8% | $4,628-67.3% | $2,381-36.4% |
| Participant deferral / active EE | $3,917 | $5,240-25.2% | $6,426-39.0% | $3,470+12.9% |
| Admin fee / account holder | $9,447 | $5,519+71.2% | $9,284+1.8% | $4,888+93.3% |