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 | $47,335 | $46,674+1.4% | $117,472-59.7% | $68,494-30.9% |
| Participation rate | 55.1% | 56.8%-1.7pp | 70.6%-15.5pp | 67.9%-12.8pp |
| Annual return | -16.36% | -14.52%-1.8pp | 29.74%-46.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,998 | $2,636+13.7% | $4,070-26.3% | $4,027-25.5% |
| Admin fee / account holder | $4,939 | $4,020+22.9% | $5,645-12.5% | $5,403-8.6% |