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 | $66,842 | $57,354+16.5% | $83,848-20.3% | $64,186+4.1% |
| Participation rate | 63.0% | 68.6%-5.6pp | 76.1%-13.2pp | 69.6%-6.6pp |
| Annual return | -4.23% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,022 | $2,545-20.5% | $3,631-44.3% | $2,381-15.1% |
| Participant deferral / active EE | $4,818 | $2,993+61.0% | $4,082+18.0% | $3,470+38.9% |
| Admin fee / account holder | $2,538 | $4,046-37.3% | $5,478-53.7% | $4,888-48.1% |