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 | $37,974 | $48,265-21.3% | $68,791-44.8% | $68,494-44.6% |
| Participation rate | 64.3% | 60.7%+3.6pp | 69.0%-4.7pp | 67.9%-3.6pp |
| Annual return | -17.15% | -12.71%-4.4pp | -6.38%-10.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,527 | $1,829-16.5% | $2,655-42.5% | $2,596-41.2% |
| Participant deferral / active EE | $3,743 | $2,867+30.6% | $3,941-5.0% | $4,027-7.1% |
| Admin fee / account holder | $961 | $4,355-77.9% | $4,932-80.5% | $5,403-82.2% |