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 | $55,145 | $59,805-7.8% | $79,550-30.7% | $68,494-19.5% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.5%-7.0pp | 67.9%-5.4pp |
| Annual return | -15.80% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $625 | $1,505-58.5% | $2,413-74.1% | $2,596-75.9% |
| Participant deferral / active EE | $2,366 | $3,024-21.8% | $3,985-40.6% | $4,027-41.3% |
| Admin fee / account holder | $5,019 | $4,835+3.8% | $6,832-26.5% | $5,403-7.1% |