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 | $72,928 | $59,805+21.9% | $79,550-8.3% | $68,494+6.5% |
| Participation rate | 56.9% | 61.1%-4.2pp | 69.5%-12.6pp | 67.9%-11.0pp |
| Annual return | -15.36% | -12.30%-3.1pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,283 | $1,505+51.7% | $2,413-5.4% | $2,596-12.1% |
| Participant deferral / active EE | $4,702 | $3,024+55.5% | $3,985+18.0% | $4,027+16.8% |
| Admin fee / account holder | $1,254 | $4,835-74.1% | $6,832-81.6% | $5,403-76.8% |