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 | $55,741 | $59,805-6.8% | $79,550-29.9% | $68,494-18.6% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.5%-3.6pp | 67.9%-2.0pp |
| Annual return | -17.27% | -12.30%-5.0pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,525 | $1,505+134.2% | $2,413+46.1% | $2,596+35.8% |
| Participant deferral / active EE | $2,124 | $3,024-29.8% | $3,985-46.7% | $4,027-47.2% |
| Admin fee / account holder | $1,518 | $4,835-68.6% | $6,832-77.8% | $5,403-71.9% |