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 | $74,535 | $59,805+24.6% | $79,550-6.3% | $68,494+8.8% |
| Participation rate | 64.1% | 61.1%+3.0pp | 69.5%-5.4pp | 67.9%-3.8pp |
| Annual return | -17.39% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $653 | $1,505-56.6% | $2,413-73.0% | $2,596-74.9% |
| Participant deferral / active EE | $4,633 | $3,024+53.2% | $3,985+16.3% | $4,027+15.0% |
| Admin fee / account holder | $3,281 | $4,835-32.1% | $6,832-52.0% | $5,403-39.3% |