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 5-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 | $62,706 | $73,004-14.1% | $90,749-30.9% | $68,494-8.5% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -14.53% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,449 | $2,193-33.9% | $2,921-50.4% | $2,596-44.2% |
| Participant deferral / active EE | $2,851 | $3,627-21.4% | $4,564-37.5% | $4,027-29.2% |
| Admin fee / account holder | $22,866 | $5,896+287.8% | $8,445+170.8% | $5,403+323.2% |