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 | $66,008 | $59,805+10.4% | $79,550-17.0% | $68,494-3.6% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -14.47% | -12.30%-2.2pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $349 | $1,505-76.8% | $2,413-85.5% | $2,596-86.6% |
| Participant deferral / active EE | $2,475 | $3,024-18.2% | $3,985-37.9% | $4,027-38.5% |
| Admin fee / account holder | $10,421 | $4,835+115.6% | $6,832+52.5% | $5,403+92.9% |