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 | $66,575 | $59,805+11.3% | $79,550-16.3% | $68,494-2.8% |
| Participation rate | 44.9% | 61.1%-16.1pp | 69.5%-24.5pp | 67.9%-22.9pp |
| Annual return | -17.35% | -12.30%-5.1pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $670 | $1,505-55.5% | $2,413-72.2% | $2,596-74.2% |
| Participant deferral / active EE | $1,609 | $3,024-46.8% | $3,985-59.6% | $4,027-60.1% |
| Admin fee / account holder | $2,384 | $4,835-50.7% | $6,832-65.1% | $5,403-55.9% |