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 | $55,640 | $54,229+2.6% | $70,092-20.6% | $68,494-18.8% |
| Participation rate | 57.1% | 64.5%-7.3pp | 70.5%-13.3pp | 67.9%-10.7pp |
| Annual return | -15.93% | -13.87%-2.1pp | 190.73%-206.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,580 | $2,018-21.7% | $2,559-38.3% | $2,596-39.1% |
| Participant deferral / active EE | $3,561 | $2,956+20.5% | $3,849-7.5% | $4,027-11.6% |
| Admin fee / account holder | $10,024 | $4,694+113.5% | $6,267+60.0% | $5,403+85.5% |