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 5-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 | $10,978 | $48,265-77.3% | $68,791-84.0% | $68,494-84.0% |
| Participation rate | 64.1% | 60.7%+3.4pp | 69.0%-4.9pp | 67.9%-3.8pp |
| Annual return | -16.31% | -12.71%-3.6pp | -6.38%-9.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,028 | $1,829+10.9% | $2,655-23.6% | $2,596-21.9% |
| Participant deferral / active EE | $2,892 | $2,867+0.9% | $3,941-26.6% | $4,027-28.2% |
| Admin fee / account holder | $1,598 | $4,355-63.3% | $4,932-67.6% | $5,403-70.4% |