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 | $57,473 | $59,805-3.9% | $79,550-27.8% | $68,494-16.1% |
| Participation rate | 46.2% | 61.1%-14.9pp | 69.5%-23.3pp | 67.9%-21.7pp |
| Annual return | -13.66% | -12.30%-1.4pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,988 | $1,505+32.1% | $2,413-17.6% | $2,596-23.4% |
| Participant deferral / active EE | $4,915 | $3,024+62.5% | $3,985+23.3% | $4,027+22.0% |
| Admin fee / account holder | $6,651 | $4,835+37.6% | $6,832-2.6% | $5,403+23.1% |