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 | $43,343 | $42,894+1.0% | $60,874-28.8% | $68,494-36.7% |
| Participation rate | 61.8% | 66.8%-4.9pp | 73.1%-11.3pp | 67.9%-6.0pp |
| Annual return | -14.30% | -13.98%-0.3pp | 16.90%-31.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,714 | $1,978-13.4% | $2,701-36.6% | $2,596-34.0% |
| Participant deferral / active EE | $2,203 | $2,867-23.1% | $3,817-42.3% | $4,027-45.3% |
| Admin fee / account holder | $4,199 | $3,101+35.4% | $3,224+30.2% | $5,403-22.3% |