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 | $62,353 | $77,813-19.9% | $123,544-49.5% | $64,186-2.9% |
| Participation rate | 53.3% | 74.7%-21.4pp | 82.3%-29.0pp | 69.6%-16.2pp |
| Annual return | -6.58% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,324 | $3,014-56.1% | $4,628-71.4% | $2,381-44.4% |
| Participant deferral / active EE | $5,369 | $5,240+2.5% | $6,426-16.4% | $3,470+54.7% |
| Admin fee / account holder | $7,776 | $5,519+40.9% | $9,284-16.2% | $4,888+59.1% |