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 | $31,224 | $45,863-31.9% | $77,024-59.5% | $68,494-54.4% |
| Participation rate | 61.5% | 55.9%+5.6pp | 67.9%-6.4pp | 67.9%-6.3pp |
| Annual return | -18.14% | 1.72%-19.9pp | 42.32%-60.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,668 | $1,650+1.1% | $2,812-40.7% | $2,596-35.7% |
| Participant deferral / active EE | $3,415 | $2,962+15.3% | $4,426-22.8% | $4,027-15.2% |
| Admin fee / account holder | $882 | $3,041-71.0% | $5,425-83.7% | $5,403-83.7% |