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 | $50,031 | $44,873+11.5% | $79,464-37.0% | $56,287-11.1% |
| Participation rate | 62.4% | 68.7%-6.4pp | 73.3%-11.0pp | 69.9%-7.5pp |
| Annual return | 2.82% | 0.81%+2.0pp | 718.14%-715.3pp | -9.96%+12.8pp |
| Employer contribution / active EE | $1,036 | $2,140-51.6% | $2,800-63.0% | $2,111-50.9% |
| Participant deferral / active EE | $2,613 | $2,746-4.8% | $3,704-29.5% | $3,350-22.0% |
| Admin fee / account holder | $5,827 | $418+1292.5% | $5,113+14.0% | $521+1018.6% |