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 | $59,075 | $45,863+28.8% | $77,024-23.3% | $68,494-13.8% |
| Participation rate | 57.9% | 55.9%+2.0pp | 67.9%-10.0pp | 67.9%-10.0pp |
| Annual return | -17.96% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,545 | $1,650-6.4% | $2,812-45.1% | $2,596-40.5% |
| Participant deferral / active EE | $2,231 | $2,962-24.7% | $4,426-49.6% | $4,027-44.6% |
| Admin fee / account holder | $540 | $3,041-82.2% | $5,425-90.0% | $5,403-90.0% |