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 | $53,409 | $42,894+24.5% | $60,874-12.3% | $68,494-22.0% |
| Participation rate | 42.9% | 66.8%-23.9pp | 73.1%-30.3pp | 67.9%-25.0pp |
| Annual return | -5.43% | -13.98%+8.5pp | 16.90%-22.3pp | -7.84%+2.4pp |
| Employer contribution / active EE | $515 | $1,978-74.0% | $2,701-80.9% | $2,596-80.2% |
| Participant deferral / active EE | $1,375 | $2,867-52.0% | $3,817-64.0% | $4,027-65.8% |
| Admin fee / account holder | $3,112 | $3,101+0.4% | $3,224-3.5% | $5,403-42.4% |