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 | $37,077 | $48,265-23.2% | $68,791-46.1% | $68,494-45.9% |
| Participation rate | 69.2% | 60.7%+8.6pp | 69.0%+0.2pp | 67.9%+1.3pp |
| Annual return | -12.15% | -12.71%+0.6pp | -6.38%-5.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,154 | $1,829-36.9% | $2,655-56.5% | $2,596-55.6% |
| Participant deferral / active EE | $2,439 | $2,867-14.9% | $3,941-38.1% | $4,027-39.4% |
| Admin fee / account holder | $5,311 | $4,355+21.9% | $4,932+7.7% | $5,403-1.7% |