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 | $58,804 | $56,357+4.3% | $104,294-43.6% | $68,494-14.1% |
| Participation rate | 63.3% | 63.3%0pp | 73.3%-10.0pp | 67.9%-4.6pp |
| Annual return | -13.67% | -9.19%-4.5pp | 24.61%-38.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,086 | $1,960+6.4% | $3,372-38.1% | $2,596-19.7% |
| Participant deferral / active EE | $2,344 | $3,077-23.8% | $4,625-49.3% | $4,027-41.8% |
| Admin fee / account holder | $4,918 | $4,903+0.3% | $7,339-33.0% | $5,403-9.0% |