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 | $69,903 | $77,813-10.2% | $123,544-43.4% | $64,186+8.9% |
| Participation rate | 48.4% | 74.7%-26.3pp | 82.3%-33.9pp | 69.6%-21.1pp |
| Annual return | -3.17% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,458 | $3,014-51.6% | $4,628-68.5% | $2,381-38.8% |
| Participant deferral / active EE | $4,211 | $5,240-19.6% | $6,426-34.5% | $3,470+21.4% |
| Admin fee / account holder | $2,580 | $5,519-53.2% | $9,284-72.2% | $4,888-47.2% |