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 | $78,829 | $59,805+31.8% | $79,550-0.9% | $68,494+15.1% |
| Participation rate | 67.2% | 61.1%+6.1pp | 69.5%-2.3pp | 67.9%-0.7pp |
| Annual return | -13.77% | -12.30%-1.5pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,017 | $1,505-32.4% | $2,413-57.8% | $2,596-60.8% |
| Participant deferral / active EE | $3,051 | $3,024+0.9% | $3,985-23.4% | $4,027-24.2% |
| Admin fee / account holder | $1,117 | $4,835-76.9% | $6,832-83.6% | $5,403-79.3% |