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 | $51,798 | $48,265+7.3% | $68,791-24.7% | $68,494-24.4% |
| Participation rate | 56.2% | 60.7%-4.5pp | 69.0%-12.9pp | 67.9%-11.7pp |
| Annual return | -16.62% | -12.71%-3.9pp | -6.38%-10.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,334 | $1,829-27.1% | $2,655-49.8% | $2,596-48.6% |
| Participant deferral / active EE | $2,914 | $2,867+1.7% | $3,941-26.1% | $4,027-27.6% |
| Admin fee / account holder | $3,150 | $4,355-27.7% | $4,932-36.1% | $5,403-41.7% |