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 | $69,567 | $73,867-5.8% | $143,757-51.6% | $68,494+1.6% |
| Participation rate | 68.6% | 66.7%+2.0pp | 80.3%-11.7pp | 67.9%+0.7pp |
| Annual return | -15.19% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,798 | $3,184-43.5% | $4,951-63.7% | $2,596-30.8% |
| Participant deferral / active EE | $5,121 | $3,384+51.3% | $5,637-9.2% | $4,027+27.2% |
| Admin fee / account holder | $5,853 | $5,755+1.7% | $14,673-60.1% | $5,403+8.3% |