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 | $42,098 | $32,037+31.4% | $69,182-39.1% | $62,891-33.1% |
| Participation rate | 28.6% | 43.4%-14.8pp | 55.1%-26.5pp | 69.3%-40.7pp |
| Annual return | 5.91% | 15.16%-9.3pp | -21.93%+27.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $279 | $679-59.0% | $1,206-76.9% | $2,281-87.8% |
| Participant deferral / active EE | $1,110 | $1,185-6.4% | $1,897-41.5% | $3,203-65.3% |
| Admin fee / account holder | $4,392 | $2,608+68.4% | $2,697+62.9% | $4,296+2.3% |