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 | $65,706 | $59,805+9.9% | $79,550-17.4% | $68,494-4.1% |
| Participation rate | 64.2% | 61.1%+3.1pp | 69.5%-5.3pp | 67.9%-3.7pp |
| Annual return | -18.80% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $333 | $1,505-77.8% | $2,413-86.2% | $2,596-87.2% |
| Participant deferral / active EE | $5,695 | $3,024+88.3% | $3,985+42.9% | $4,027+41.4% |
| Admin fee / account holder | $5,997 | $4,835+24.0% | $6,832-12.2% | $5,403+11.0% |