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 | $78,478 | $59,805+31.2% | $79,550-1.3% | $68,494+14.6% |
| Participation rate | 54.8% | 61.1%-6.2pp | 69.5%-14.6pp | 67.9%-13.0pp |
| Annual return | -11.27% | -12.30%+1.0pp | 0.16%-11.4pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,697 | $1,505+12.7% | $2,413-29.7% | $2,596-34.7% |
| Participant deferral / active EE | $5,967 | $3,024+97.3% | $3,985+49.7% | $4,027+48.2% |
| Admin fee / account holder | $1,055 | $4,835-78.2% | $6,832-84.6% | $5,403-80.5% |