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 | $64,023 | $62,586+2.3% | $76,768-16.6% | $64,186-0.3% |
| Participation rate | 48.0% | 72.8%-24.8pp | 77.0%-29.0pp | 69.6%-21.6pp |
| Annual return | -5.31% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,823 | $3,145-10.2% | $3,852-26.7% | $3,470-18.6% |
| Admin fee / account holder | $19,569 | $4,667+319.3% | $6,675+193.2% | $4,888+300.3% |