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 | $49,017 | $42,548+15.2% | $74,550-34.2% | $56,287-12.9% |
| Participation rate | 67.3% | 60.5%+6.9pp | 69.1%-1.8pp | 69.9%-2.5pp |
| Annual return | -5.47% | 12.40%-17.9pp | 32.53%-38.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $417 | $855-51.2% | $1,961-78.7% | $2,111-80.2% |
| Participant deferral / active EE | $2,594 | $2,277+13.9% | $3,108-16.5% | $3,350-22.6% |
| Admin fee / account holder | $2,803 | $467+500.0% | $5,060-44.6% | $521+438.0% |