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 | $46,863 | $59,805-21.6% | $79,550-41.1% | $68,494-31.6% |
| Participation rate | 60.5% | 61.1%-0.5pp | 69.5%-9.0pp | 67.9%-7.4pp |
| Annual return | -18.51% | -12.30%-6.2pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,634 | $1,505+8.6% | $2,413-32.3% | $2,596-37.1% |
| Participant deferral / active EE | $2,977 | $3,024-1.6% | $3,985-25.3% | $4,027-26.1% |
| Admin fee / account holder | $560 | $4,835-88.4% | $6,832-91.8% | $5,403-89.6% |