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 | $42,204 | $40,256+4.8% | $57,343-26.4% | $59,632-29.2% |
| Participation rate | 48.4% | 69.2%-20.8pp | 75.1%-26.7pp | 68.7%-20.3pp |
| Annual return | -1.24% | 27.49%-28.7pp | 24.39%-25.6pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,872 | $1,922-2.6% | $2,689-30.4% | $2,203-15.0% |
| Participant deferral / active EE | $2,821 | $2,399+17.6% | $3,162-10.8% | $3,192-11.6% |
| Admin fee / account holder | $11,567 | $2,818+310.5% | $3,356+244.7% | $4,297+169.2% |