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 | $61,013 | $59,805+2.0% | $79,550-23.3% | $68,494-10.9% |
| Participation rate | 53.3% | 61.1%-7.7pp | 69.5%-16.2pp | 67.9%-14.6pp |
| Annual return | -11.11% | -12.30%+1.2pp | 0.16%-11.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,337 | $1,505+55.3% | $2,413-3.2% | $2,596-10.0% |
| Participant deferral / active EE | $4,255 | $3,024+40.7% | $3,985+6.8% | $4,027+5.7% |
| Admin fee / account holder | $6,223 | $4,835+28.7% | $6,832-8.9% | $5,403+15.2% |