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 | $61,711 | $77,813-20.7% | $123,544-50.0% | $64,186-3.9% |
| Participation rate | 68.8% | 74.7%-6.0pp | 82.3%-13.5pp | 69.6%-0.8pp |
| Annual return | -4.47% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,212 | $3,014-59.8% | $4,628-73.8% | $2,381-49.1% |
| Participant deferral / active EE | $6,332 | $5,240+20.8% | $6,426-1.5% | $3,470+82.5% |
| Admin fee / account holder | $6,910 | $5,519+25.2% | $9,284-25.6% | $4,888+41.4% |