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 | $57,708 | $48,265+19.6% | $68,791-16.1% | $68,494-15.7% |
| Participation rate | 52.8% | 60.7%-7.9pp | 69.0%-16.2pp | 67.9%-15.1pp |
| Annual return | -14.88% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $792 | $1,829-56.7% | $2,655-70.2% | $2,596-69.5% |
| Participant deferral / active EE | $2,885 | $2,867+0.6% | $3,941-26.8% | $4,027-28.4% |
| Admin fee / account holder | $2,250 | $4,355-48.4% | $4,932-54.4% | $5,403-58.4% |