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 | $60,362 | $56,357+7.1% | $104,294-42.1% | $68,494-11.9% |
| Participation rate | 68.9% | 63.3%+5.6pp | 73.3%-4.4pp | 67.9%+1.0pp |
| Annual return | -15.41% | -9.19%-6.2pp | 24.61%-40.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,529 | $1,960-22.0% | $3,372-54.7% | $2,596-41.1% |
| Participant deferral / active EE | $3,573 | $3,077+16.1% | $4,625-22.8% | $4,027-11.3% |
| Admin fee / account holder | $429 | $4,903-91.3% | $7,339-94.2% | $5,403-92.1% |