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 | $37,910 | $59,805-36.6% | $79,550-52.3% | $68,494-44.7% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.5%-3.6pp | 67.9%-2.0pp |
| Annual return | -19.13% | -12.30%-6.8pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,593 | $1,505+5.8% | $2,413-34.0% | $2,596-38.6% |
| Participant deferral / active EE | $3,445 | $3,024+13.9% | $3,985-13.6% | $4,027-14.5% |
| Admin fee / account holder | $1,252 | $4,835-74.1% | $6,832-81.7% | $5,403-76.8% |