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 | $46,326 | $46,674-0.7% | $117,472-60.6% | $68,494-32.4% |
| Participation rate | 57.8% | 56.8%+1.0pp | 70.6%-12.8pp | 67.9%-10.1pp |
| Annual return | -18.81% | -14.52%-4.3pp | 29.74%-48.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,451 | $1,505-3.6% | $4,176-65.3% | $2,596-44.1% |
| Participant deferral / active EE | $3,710 | $2,636+40.7% | $4,070-8.9% | $4,027-7.9% |
| Admin fee / account holder | $6,232 | $4,020+55.0% | $5,645+10.4% | $5,403+15.4% |