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 | $66,096 | $46,674+41.6% | $117,472-43.7% | $68,494-3.5% |
| Participation rate | 46.2% | 56.8%-10.6pp | 70.6%-24.4pp | 67.9%-21.7pp |
| Annual return | -16.93% | -14.52%-2.4pp | 29.74%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,185 | $1,505-21.2% | $4,176-71.6% | $2,596-54.4% |
| Participant deferral / active EE | $2,430 | $2,636-7.8% | $4,070-40.3% | $4,027-39.7% |
| Admin fee / account holder | $596 | $4,020-85.2% | $5,645-89.4% | $5,403-89.0% |