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 | $45,188 | $43,723+3.4% | $121,196-62.7% | $64,186-29.6% |
| Participation rate | 57.6% | 58.3%-0.7pp | 71.7%-14.2pp | 69.6%-12.0pp |
| Annual return | -4.60% | 68.91%-73.5pp | 16.93%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,184 | $1,296-8.7% | $4,022-70.6% | $2,381-50.3% |
| Participant deferral / active EE | $2,655 | $2,280+16.5% | $3,344-20.6% | $3,470-23.5% |
| Admin fee / account holder | $5,534 | $3,501+58.1% | $5,019+10.3% | $4,888+13.2% |