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 | $69,757 | $59,805+16.6% | $79,550-12.3% | $68,494+1.8% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.5%-27.4pp | 67.9%-25.8pp |
| Annual return | -13.67% | -12.30%-1.4pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,611 | $1,505+7.1% | $2,413-33.2% | $2,596-37.9% |
| Participant deferral / active EE | $3,840 | $3,024+27.0% | $3,985-3.7% | $4,027-4.7% |
| Admin fee / account holder | $2,263 | $4,835-53.2% | $6,832-66.9% | $5,403-58.1% |