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 | $61,405 | $57,354+7.1% | $83,848-26.8% | $64,186-4.3% |
| Participation rate | 49.3% | 68.6%-19.3pp | 76.1%-26.8pp | 69.6%-20.2pp |
| Annual return | -5.74% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,215 | $2,545-52.3% | $3,631-66.5% | $2,381-49.0% |
| Participant deferral / active EE | $2,822 | $2,993-5.7% | $4,082-30.9% | $3,470-18.7% |
| Admin fee / account holder | $428 | $4,046-89.4% | $5,478-92.2% | $4,888-91.3% |