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 | $68,951 | $46,674+47.7% | $117,472-41.3% | $68,494+0.7% |
| Participation rate | 52.0% | 56.8%-4.8pp | 70.6%-18.6pp | 67.9%-15.9pp |
| Annual return | -15.45% | -14.52%-0.9pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,177 | $1,505-21.7% | $4,176-71.8% | $2,596-54.7% |
| Participant deferral / active EE | $3,352 | $2,636+27.1% | $4,070-17.7% | $4,027-16.8% |
| Admin fee / account holder | $3,227 | $4,020-19.7% | $5,645-42.8% | $5,403-40.3% |