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 | $73,067 | $81,900-10.8% | $119,609-38.9% | $68,494+6.7% |
| Participation rate | 65.3% | 71.9%-6.6pp | 79.3%-13.9pp | 67.9%-2.6pp |
| Annual return | -14.98% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,226 | $2,693-54.5% | $4,232-71.0% | $2,596-52.8% |
| Participant deferral / active EE | $2,896 | $4,148-30.2% | $5,602-48.3% | $4,027-28.1% |
| Admin fee / account holder | $3,348 | $6,582-49.1% | $10,323-67.6% | $5,403-38.0% |