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 | $51,026 | $59,805-14.7% | $79,550-35.9% | $68,494-25.5% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.5%-8.9pp | 67.9%-7.3pp |
| Annual return | -18.58% | -12.30%-6.3pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,195 | $1,505-20.6% | $2,413-50.5% | $2,596-54.0% |
| Participant deferral / active EE | $3,645 | $3,024+20.5% | $3,985-8.5% | $4,027-9.5% |
| Admin fee / account holder | $2,531 | $4,835-47.7% | $6,832-63.0% | $5,403-53.2% |