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 | $71,952 | $81,900-12.1% | $119,609-39.8% | $68,494+5.0% |
| Participation rate | 62.7% | 71.9%-9.2pp | 79.3%-16.6pp | 67.9%-5.2pp |
| Annual return | -5.72% | -23.82%+18.1pp | -14.97%+9.3pp | -7.84%+2.1pp |
| Employer contribution / active EE | $2,440 | $2,693-9.4% | $4,232-42.3% | $2,596-6.0% |
| Participant deferral / active EE | $5,051 | $4,148+21.8% | $5,602-9.8% | $4,027+25.4% |
| Admin fee / account holder | $623 | $6,582-90.5% | $10,323-94.0% | $5,403-88.5% |