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 | $47,054 | $62,586-24.8% | $76,768-38.7% | $64,186-26.7% |
| Participation rate | 59.2% | 72.8%-13.6pp | 77.0%-17.8pp | 69.6%-10.4pp |
| Annual return | -6.81% | -1.95%-4.9pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,542 | $1,832-15.8% | $2,485-37.9% | $2,381-35.2% |
| Participant deferral / active EE | $3,650 | $3,145+16.1% | $3,852-5.2% | $3,470+5.2% |
| Admin fee / account holder | $9,110 | $4,667+95.2% | $6,675+36.5% | $4,888+86.4% |