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 | $73,220 | $59,805+22.4% | $79,550-8.0% | $68,494+6.9% |
| Participation rate | 53.2% | 61.1%-7.9pp | 69.5%-16.3pp | 67.9%-14.7pp |
| Annual return | -14.68% | -12.30%-2.4pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,568 | $1,505+4.2% | $2,413-35.0% | $2,596-39.6% |
| Participant deferral / active EE | $4,714 | $3,024+55.9% | $3,985+18.3% | $4,027+17.1% |
| Admin fee / account holder | $2,215 | $4,835-54.2% | $6,832-67.6% | $5,403-59.0% |