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 | $48,983 | $42,383+15.6% | $76,523-36.0% | $64,186-23.7% |
| Participation rate | 52.5% | 58.1%-5.6pp | 68.0%-15.5pp | 69.6%-17.1pp |
| Annual return | -8.43% | -16.54%+8.1pp | -0.27%-8.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,233 | $1,563-21.2% | $2,647-53.4% | $2,381-48.2% |
| Participant deferral / active EE | $2,271 | $2,566-11.5% | $3,835-40.8% | $3,470-34.5% |
| Admin fee / account holder | $1,673 | $3,198-47.7% | $4,848-65.5% | $4,888-65.8% |