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 | $71,459 | $62,586+14.2% | $76,768-6.9% | $64,186+11.3% |
| Participation rate | 43.4% | 72.8%-29.4pp | 77.0%-33.6pp | 69.6%-26.2pp |
| Annual return | -5.26% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,089 | $1,832-40.6% | $2,485-56.2% | $2,381-54.3% |
| Participant deferral / active EE | $1,602 | $3,145-49.1% | $3,852-58.4% | $3,470-53.8% |
| Admin fee / account holder | $9,550 | $4,667+104.6% | $6,675+43.1% | $4,888+95.4% |