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 | $38,511 | $45,863-16.0% | $77,024-50.0% | $68,494-43.8% |
| Participation rate | 55.0% | 55.9%-0.9pp | 67.9%-12.9pp | 67.9%-12.9pp |
| Annual return | -17.20% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,835 | $1,650+11.2% | $2,812-34.7% | $2,596-29.3% |
| Participant deferral / active EE | $3,391 | $2,962+14.5% | $4,426-23.4% | $4,027-15.8% |
| Admin fee / account holder | $2,952 | $3,041-2.9% | $5,425-45.6% | $5,403-45.4% |