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 | $40,680 | $45,863-11.3% | $77,024-47.2% | $68,494-40.6% |
| Participation rate | 45.9% | 55.9%-10.0pp | 67.9%-22.0pp | 67.9%-21.9pp |
| Annual return | -17.03% | 1.72%-18.7pp | 42.32%-59.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,381 | $1,650-16.3% | $2,812-50.9% | $2,596-46.8% |
| Participant deferral / active EE | $3,717 | $2,962+25.5% | $4,426-16.0% | $4,027-7.7% |
| Admin fee / account holder | $5,211 | $3,041+71.4% | $5,425-4.0% | $5,403-3.6% |