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 5-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 | $37,444 | $42,894-12.7% | $60,874-38.5% | $68,494-45.3% |
| Participation rate | 69.6% | 66.8%+2.8pp | 73.1%-3.5pp | 67.9%+1.7pp |
| Annual return | -16.72% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,790 | $1,978+41.1% | $2,701+3.3% | $2,596+7.5% |
| Participant deferral / active EE | $3,962 | $2,867+38.2% | $3,817+3.8% | $4,027-1.6% |
| Admin fee / account holder | $4,486 | $3,101+44.7% | $3,224+39.1% | $5,403-17.0% |