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 | $60,985 | $57,354+6.3% | $83,848-27.3% | $64,186-5.0% |
| Participation rate | 48.2% | 68.6%-20.4pp | 76.1%-28.0pp | 69.6%-21.4pp |
| Annual return | -3.31% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,608 | $2,545-36.8% | $3,631-55.7% | $2,381-32.4% |
| Participant deferral / active EE | $3,105 | $2,993+3.7% | $4,082-23.9% | $3,470-10.5% |
| Admin fee / account holder | $1,931 | $4,046-52.3% | $5,478-64.8% | $4,888-60.5% |