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 | $60,237 | $53,162+13.3% | $91,220-34.0% | $68,494-12.1% |
| Participation rate | 67.4% | 63.2%+4.2pp | 73.2%-5.8pp | 67.9%-0.5pp |
| Annual return | -14.31% | -3.14%-11.2pp | 114.01%-128.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,236 | $1,709-27.7% | $2,850-56.6% | $2,596-52.4% |
| Participant deferral / active EE | $4,016 | $2,974+35.1% | $4,234-5.1% | $4,027-0.3% |
| Admin fee / account holder | $6,641 | $4,493+47.8% | $5,420+22.5% | $5,403+22.9% |