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 | $47,194 | $59,805-21.1% | $79,550-40.7% | $68,494-31.1% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.5%-8.9pp | 67.9%-7.3pp |
| Annual return | -18.06% | -12.30%-5.8pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,808 | $1,505+20.2% | $2,413-25.1% | $2,596-30.3% |
| Participant deferral / active EE | $2,635 | $3,024-12.9% | $3,985-33.9% | $4,027-34.6% |
| Admin fee / account holder | $1,837 | $4,835-62.0% | $6,832-73.1% | $5,403-66.0% |