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 | $56,109 | $56,357-0.4% | $104,294-46.2% | $68,494-18.1% |
| Participation rate | 67.2% | 63.3%+3.9pp | 73.3%-6.1pp | 67.9%-0.7pp |
| Annual return | -17.53% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,009 | $1,960+2.5% | $3,372-40.4% | $2,596-22.6% |
| Participant deferral / active EE | $4,161 | $3,077+35.2% | $4,625-10.0% | $4,027+3.3% |
| Admin fee / account holder | $1,645 | $4,903-66.4% | $7,339-77.6% | $5,403-69.5% |