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 | $51,486 | $46,674+10.3% | $117,472-56.2% | $68,494-24.8% |
| Participation rate | 47.5% | 56.8%-9.3pp | 70.6%-23.1pp | 67.9%-20.4pp |
| Annual return | -18.23% | -14.52%-3.7pp | 29.74%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,617 | $1,505+7.4% | $4,176-61.3% | $2,596-37.7% |
| Participant deferral / active EE | $3,539 | $2,636+34.2% | $4,070-13.1% | $4,027-12.1% |
| Admin fee / account holder | $2,594 | $4,020-35.5% | $5,645-54.0% | $5,403-52.0% |