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 | $50,137 | $48,265+3.9% | $68,791-27.1% | $68,494-26.8% |
| Participation rate | 68.8% | 60.7%+8.1pp | 69.0%-0.3pp | 67.9%+0.9pp |
| Annual return | -9.28% | -12.71%+3.4pp | -6.38%-2.9pp | -7.84%-1.4pp |
| Employer contribution / active EE | $579 | $1,829-68.3% | $2,655-78.2% | $2,596-77.7% |
| Participant deferral / active EE | $3,388 | $2,867+18.2% | $3,941-14.0% | $4,027-15.9% |
| Admin fee / account holder | $586 | $4,355-86.6% | $4,932-88.1% | $5,403-89.2% |