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 | $27,517 | $52,836-47.9% | $105,738-74.0% | $64,186-57.1% |
| Participation rate | 39.7% | 66.5%-26.8pp | 76.3%-36.6pp | 69.6%-29.8pp |
| Annual return | -5.31% | 14.30%-19.6pp | 6.27%-11.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,991 | $1,827+9.0% | $3,268-39.1% | $2,381-16.4% |
| Participant deferral / active EE | $2,552 | $2,545+0.3% | $4,080-37.4% | $3,470-26.4% |
| Admin fee / account holder | $4,409 | $3,959+11.4% | $6,913-36.2% | $4,888-9.8% |