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 | $29,387 | $45,863-35.9% | $77,024-61.8% | $68,494-57.1% |
| Participation rate | 61.9% | 55.9%+6.0pp | 67.9%-6.0pp | 67.9%-6.0pp |
| Annual return | -18.03% | 1.72%-19.8pp | 42.32%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,376 | $1,650+44.1% | $2,812-15.5% | $2,596-8.5% |
| Participant deferral / active EE | $4,402 | $2,962+48.6% | $4,426-0.5% | $4,027+9.3% |
| Admin fee / account holder | $7,651 | $3,041+151.6% | $5,425+41.0% | $5,403+41.6% |