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 | $52,898 | $42,383+24.8% | $76,523-30.9% | $64,186-17.6% |
| Participation rate | 59.3% | 58.1%+1.2pp | 68.0%-8.7pp | 69.6%-10.2pp |
| Annual return | -5.70% | -16.54%+10.8pp | -0.27%-5.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,083 | $1,563-30.7% | $2,647-59.1% | $2,381-54.5% |
| Participant deferral / active EE | $3,359 | $2,566+30.9% | $3,835-12.4% | $3,470-3.2% |
| Admin fee / account holder | $7,661 | $3,198+139.6% | $4,848+58.0% | $4,888+56.7% |