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 | $54,486 | $42,894+27.0% | $60,874-10.5% | $68,494-20.5% |
| Participation rate | 24.0% | 66.8%-42.8pp | 73.1%-49.1pp | 67.9%-43.9pp |
| Annual return | -16.23% | -13.98%-2.3pp | 16.90%-33.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $997 | $1,978-49.6% | $2,701-63.1% | $2,596-61.6% |
| Participant deferral / active EE | $1,322 | $2,867-53.9% | $3,817-65.4% | $4,027-67.2% |
| Admin fee / account holder | $2,454 | $3,101-20.9% | $3,224-23.9% | $5,403-54.6% |