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 | $65,698 | $42,894+53.2% | $60,874+7.9% | $68,494-4.1% |
| Participation rate | 45.5% | 66.8%-21.3pp | 73.1%-27.7pp | 67.9%-22.4pp |
| Annual return | -18.20% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,727 | $1,978-12.7% | $2,701-36.1% | $2,596-33.5% |
| Participant deferral / active EE | $4,170 | $2,867+45.5% | $3,817+9.3% | $4,027+3.6% |
| Admin fee / account holder | $1,056 | $3,101-65.9% | $3,224-67.2% | $5,403-80.4% |