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 | $48,759 | $59,805-18.5% | $79,550-38.7% | $68,494-28.8% |
| Participation rate | 68.9% | 61.1%+7.8pp | 69.5%-0.6pp | 67.9%+1.0pp |
| Annual return | -18.74% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,328 | $1,505-11.8% | $2,413-45.0% | $2,596-48.8% |
| Participant deferral / active EE | $3,527 | $3,024+16.6% | $3,985-11.5% | $4,027-12.4% |
| Admin fee / account holder | $1,914 | $4,835-60.4% | $6,832-72.0% | $5,403-64.6% |