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 | $68,608 | $73,004-6.0% | $90,749-24.4% | $68,494+0.2% |
| Participation rate | 66.3% | 70.8%-4.6pp | 75.7%-9.4pp | 67.9%-1.6pp |
| Annual return | -16.44% | -13.81%-2.6pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,063 | $2,193-51.5% | $2,921-63.6% | $2,596-59.1% |
| Participant deferral / active EE | $3,567 | $3,627-1.6% | $4,564-21.8% | $4,027-11.4% |
| Admin fee / account holder | $1,499 | $5,896-74.6% | $8,445-82.2% | $5,403-72.3% |