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 | $53,733 | $48,265+11.3% | $68,791-21.9% | $68,494-21.6% |
| Participation rate | 62.5% | 60.7%+1.8pp | 69.0%-6.5pp | 67.9%-5.4pp |
| Annual return | -12.89% | -12.71%-0.2pp | -6.38%-6.5pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,047 | $1,829-42.7% | $2,655-60.6% | $2,596-59.7% |
| Participant deferral / active EE | $4,113 | $2,867+43.5% | $3,941+4.4% | $4,027+2.1% |
| Admin fee / account holder | $12,214 | $4,355+180.4% | $4,932+147.7% | $5,403+126.1% |