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 | $35,196 | $59,805-41.1% | $79,550-55.8% | $68,494-48.6% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.5%-1.9pp | 67.9%-0.3pp |
| Annual return | -17.56% | -12.30%-5.3pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,662 | $1,505+10.5% | $2,413-31.1% | $2,596-36.0% |
| Participant deferral / active EE | $4,588 | $3,024+51.7% | $3,985+15.1% | $4,027+13.9% |
| Admin fee / account holder | $14,081 | $4,835+191.3% | $6,832+106.1% | $5,403+160.6% |