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 | $47,058 | $59,805-21.3% | $79,550-40.8% | $68,494-31.3% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -10.25% | -12.30%+2.1pp | 0.16%-10.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,112 | $1,505+40.3% | $2,413-12.5% | $2,596-18.7% |
| Participant deferral / active EE | $5,069 | $3,024+67.6% | $3,985+27.2% | $4,027+25.9% |
| Admin fee / account holder | $22,726 | $4,835+370.1% | $6,832+232.6% | $5,403+320.6% |