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 | $82,437 | $62,586+31.7% | $76,768+7.4% | $64,186+28.4% |
| Participation rate | 57.9% | 72.8%-14.9pp | 77.0%-19.1pp | 69.6%-11.7pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,856 | $1,832+1.3% | $2,485-25.3% | $2,381-22.0% |
| Participant deferral / active EE | $4,382 | $3,145+39.4% | $3,852+13.8% | $3,470+26.3% |
| Admin fee / account holder | $2,312 | $4,667-50.5% | $6,675-65.4% | $4,888-52.7% |