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 | $59,838 | $54,229+10.3% | $70,092-14.6% | $68,494-12.6% |
| Participation rate | 58.8% | 64.5%-5.7pp | 70.5%-11.7pp | 67.9%-9.1pp |
| Annual return | -17.76% | -13.87%-3.9pp | 190.73%-208.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,812 | $2,018-10.2% | $2,559-29.2% | $2,596-30.2% |
| Participant deferral / active EE | $3,666 | $2,956+24.0% | $3,849-4.7% | $4,027-9.0% |
| Admin fee / account holder | $12,095 | $4,694+157.7% | $6,267+93.0% | $5,403+123.9% |