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 | $64,783 | $45,863+41.3% | $77,024-15.9% | $68,494-5.4% |
| Participation rate | 59.0% | 55.9%+3.1pp | 67.9%-8.9pp | 67.9%-8.9pp |
| Annual return | -17.63% | 1.72%-19.4pp | 42.32%-59.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $375 | $1,650-77.2% | $2,812-86.6% | $2,596-85.5% |
| Participant deferral / active EE | $2,817 | $2,962-4.9% | $4,426-36.4% | $4,027-30.1% |
| Admin fee / account holder | $554 | $3,041-81.8% | $5,425-89.8% | $5,403-89.7% |