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 | $70,026 | $56,357+24.3% | $104,294-32.9% | $68,494+2.2% |
| Participation rate | 57.3% | 63.3%-5.9pp | 73.3%-15.9pp | 67.9%-10.6pp |
| Annual return | -16.37% | -9.19%-7.2pp | 24.61%-41.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,356 | $1,960-30.8% | $3,372-59.8% | $2,596-47.8% |
| Participant deferral / active EE | $3,332 | $3,077+8.3% | $4,625-28.0% | $4,027-17.3% |
| Admin fee / account holder | $4,005 | $4,903-18.3% | $7,339-45.4% | $5,403-25.9% |