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 | $55,710 | $56,357-1.1% | $104,294-46.6% | $68,494-18.7% |
| Participation rate | 66.7% | 63.3%+3.4pp | 73.3%-6.6pp | 67.9%-1.2pp |
| Annual return | -17.22% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,339 | $1,960-31.7% | $3,372-60.3% | $2,596-48.4% |
| Participant deferral / active EE | $4,049 | $3,077+31.6% | $4,625-12.5% | $4,027+0.5% |
| Admin fee / account holder | $1,566 | $4,903-68.1% | $7,339-78.7% | $5,403-71.0% |