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 | $60,339 | $59,805+0.9% | $79,550-24.1% | $68,494-11.9% |
| Participation rate | 56.8% | 61.1%-4.2pp | 69.5%-12.7pp | 67.9%-11.1pp |
| Annual return | -11.68% | -12.30%+0.6pp | 0.16%-11.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,260 | $1,505-16.3% | $2,413-47.8% | $2,596-51.5% |
| Participant deferral / active EE | $4,317 | $3,024+42.7% | $3,985+8.3% | $4,027+7.2% |
| Admin fee / account holder | $2,216 | $4,835-54.2% | $6,832-67.6% | $5,403-59.0% |