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 | $56,030 | $59,805-6.3% | $79,550-29.6% | $68,494-18.2% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.5%-0.3pp | 67.9%+1.3pp |
| Annual return | -17.74% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $663 | $1,505-55.9% | $2,413-72.5% | $2,596-74.5% |
| Participant deferral / active EE | $4,594 | $3,024+51.9% | $3,985+15.3% | $4,027+14.1% |
| Admin fee / account holder | $857 | $4,835-82.3% | $6,832-87.5% | $5,403-84.1% |