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 | $77,846 | $59,805+30.2% | $79,550-2.1% | $68,494+13.7% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.5%-6.6pp | 67.9%-5.0pp |
| Annual return | -16.67% | -12.30%-4.4pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,284 | $1,505-14.7% | $2,413-46.8% | $2,596-50.5% |
| Participant deferral / active EE | $2,432 | $3,024-19.6% | $3,985-39.0% | $4,027-39.6% |
| Admin fee / account holder | $8,555 | $4,835+77.0% | $6,832+25.2% | $5,403+58.3% |