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 | $45,076 | $42,894+5.1% | $60,874-26.0% | $68,494-34.2% |
| Participation rate | 55.8% | 66.8%-11.0pp | 73.1%-17.3pp | 67.9%-12.1pp |
| Annual return | -12.90% | -13.98%+1.1pp | 16.90%-29.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,773 | $1,978+40.2% | $2,701+2.6% | $2,596+6.8% |
| Participant deferral / active EE | $3,324 | $2,867+16.0% | $3,817-12.9% | $4,027-17.5% |
| Admin fee / account holder | $9,514 | $3,101+206.8% | $3,224+195.1% | $5,403+76.1% |