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 | $76,064 | $77,813-2.2% | $123,544-38.4% | $64,186+18.5% |
| Participation rate | 44.1% | 74.7%-30.6pp | 82.3%-38.2pp | 69.6%-25.5pp |
| Annual return | -6.33% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,636 | $3,014-12.5% | $4,628-43.0% | $2,381+10.7% |
| Participant deferral / active EE | $4,285 | $5,240-18.2% | $6,426-33.3% | $3,470+23.5% |
| Admin fee / account holder | $3,484 | $5,519-36.9% | $9,284-62.5% | $4,888-28.7% |