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 | $47,186 | $45,863+2.9% | $77,024-38.7% | $68,494-31.1% |
| Participation rate | 61.0% | 55.9%+5.1pp | 67.9%-6.9pp | 67.9%-6.9pp |
| Annual return | -12.53% | 1.72%-14.2pp | 42.32%-54.8pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,706 | $1,650+3.4% | $2,812-39.4% | $2,596-34.3% |
| Participant deferral / active EE | $3,504 | $2,962+18.3% | $4,426-20.8% | $4,027-13.0% |
| Admin fee / account holder | $3,995 | $3,041+31.4% | $5,425-26.4% | $5,403-26.1% |