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 7-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 | $22,683 | $59,805-62.1% | $79,550-71.5% | $68,494-66.9% |
| Participation rate | 64.6% | 61.1%+3.6pp | 69.5%-4.9pp | 67.9%-3.3pp |
| Annual return | -16.05% | -12.30%-3.8pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $452 | $1,505-70.0% | $2,413-81.3% | $2,596-82.6% |
| Participant deferral / active EE | $2,923 | $3,024-3.3% | $3,985-26.6% | $4,027-27.4% |
| Admin fee / account holder | $2,545 | $4,835-47.4% | $6,832-62.7% | $5,403-52.9% |