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 | $24,503 | $45,863-46.6% | $77,024-68.2% | $68,494-64.2% |
| Participation rate | 61.2% | 55.9%+5.3pp | 67.9%-6.7pp | 67.9%-6.7pp |
| Annual return | -13.86% | 1.72%-15.6pp | 42.32%-56.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,147 | $1,650-30.4% | $2,812-59.2% | $2,596-55.8% |
| Participant deferral / active EE | $1,147 | $2,962-61.3% | $4,426-74.1% | $4,027-71.5% |
| Admin fee / account holder | $2,017 | $3,041-33.7% | $5,425-62.8% | $5,403-62.7% |