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 | $67,062 | $59,805+12.1% | $79,550-15.7% | $68,494-2.1% |
| Participation rate | 51.7% | 61.1%-9.3pp | 69.5%-17.8pp | 67.9%-16.2pp |
| Annual return | -17.51% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,147 | $1,505-23.8% | $2,413-52.5% | $2,596-55.8% |
| Participant deferral / active EE | $2,963 | $3,024-2.0% | $3,985-25.6% | $4,027-26.4% |
| Admin fee / account holder | $21,214 | $4,835+338.8% | $6,832+210.5% | $5,403+292.7% |