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 | $58,378 | $56,357+3.6% | $104,294-44.0% | $68,494-14.8% |
| Participation rate | 44.8% | 63.3%-18.4pp | 73.3%-28.4pp | 67.9%-23.1pp |
| Annual return | -14.16% | -9.19%-5.0pp | 24.61%-38.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,710 | $1,960-12.8% | $3,372-49.3% | $2,596-34.1% |
| Participant deferral / active EE | $2,639 | $3,077-14.2% | $4,625-42.9% | $4,027-34.5% |
| Admin fee / account holder | $489 | $4,903-90.0% | $7,339-93.3% | $5,403-91.0% |