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 | $60,868 | $59,805+1.8% | $79,550-23.5% | $68,494-11.1% |
| Participation rate | 59.6% | 61.1%-1.4pp | 69.5%-9.9pp | 67.9%-8.3pp |
| Annual return | -17.48% | -12.30%-5.2pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,016 | $1,505-32.5% | $2,413-57.9% | $2,596-60.9% |
| Participant deferral / active EE | $1,961 | $3,024-35.2% | $3,985-50.8% | $4,027-51.3% |
| Admin fee / account holder | $3,665 | $4,835-24.2% | $6,832-46.4% | $5,403-32.2% |