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 | $58,033 | $59,805-3.0% | $79,550-27.0% | $68,494-15.3% |
| Participation rate | 63.8% | 61.1%+2.7pp | 69.5%-5.7pp | 67.9%-4.1pp |
| Annual return | -16.70% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $878 | $1,505-41.7% | $2,413-63.6% | $2,596-66.2% |
| Participant deferral / active EE | $5,707 | $3,024+88.7% | $3,985+43.2% | $4,027+41.7% |
| Admin fee / account holder | $9,666 | $4,835+99.9% | $6,832+41.5% | $5,403+78.9% |