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 | $50,300 | $46,674+7.8% | $117,472-57.2% | $68,494-26.6% |
| Participation rate | 55.8% | 56.8%-1.0pp | 70.6%-14.8pp | 67.9%-12.1pp |
| Annual return | -15.15% | -14.52%-0.6pp | 29.74%-44.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,240 | $1,505+48.9% | $4,176-46.4% | $2,596-13.7% |
| Participant deferral / active EE | $2,225 | $2,636-15.6% | $4,070-45.3% | $4,027-44.7% |
| Admin fee / account holder | $3,221 | $4,020-19.9% | $5,645-42.9% | $5,403-40.4% |