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 | $59,973 | $48,265+24.3% | $68,791-12.8% | $68,494-12.4% |
| Participation rate | 64.5% | 60.7%+3.8pp | 69.0%-4.5pp | 67.9%-3.4pp |
| Annual return | -15.97% | -12.71%-3.3pp | -6.38%-9.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,403 | $1,829-23.3% | $2,655-47.2% | $2,596-46.0% |
| Participant deferral / active EE | $2,979 | $2,867+3.9% | $3,941-24.4% | $4,027-26.0% |
| Admin fee / account holder | $4,868 | $4,355+11.8% | $4,932-1.3% | $5,403-9.9% |