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 | $63,003 | $53,162+18.5% | $91,220-30.9% | $68,494-8.0% |
| Participation rate | 65.0% | 63.2%+1.8pp | 73.2%-8.2pp | 67.9%-2.9pp |
| Annual return | -12.64% | -3.14%-9.5pp | 114.01%-126.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $955 | $1,709-44.1% | $2,850-66.5% | $2,596-63.2% |
| Participant deferral / active EE | $3,954 | $2,974+33.0% | $4,234-6.6% | $4,027-1.8% |
| Admin fee / account holder | $633 | $4,493-85.9% | $5,420-88.3% | $5,403-88.3% |