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 | $73,477 | $59,805+22.9% | $79,550-7.6% | $68,494+7.3% |
| Participation rate | 56.9% | 61.1%-4.2pp | 69.5%-12.6pp | 67.9%-11.0pp |
| Annual return | -17.50% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,925 | $1,505+27.9% | $2,413-20.2% | $2,596-25.9% |
| Participant deferral / active EE | $4,471 | $3,024+47.8% | $3,985+12.2% | $4,027+11.0% |
| Admin fee / account holder | $631 | $4,835-86.9% | $6,832-90.8% | $5,403-88.3% |