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 | $74,155 | $42,383+75.0% | $76,523-3.1% | $64,186+15.5% |
| Participation rate | 53.3% | 58.1%-4.8pp | 68.0%-14.7pp | 69.6%-16.2pp |
| Annual return | -5.95% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,180 | $1,563-24.5% | $2,647-55.4% | $2,381-50.4% |
| Participant deferral / active EE | $3,132 | $2,566+22.0% | $3,835-18.3% | $3,470-9.7% |
| Admin fee / account holder | $1,774 | $3,198-44.5% | $4,848-63.4% | $4,888-63.7% |