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 | $59,455 | $48,265+23.2% | $68,791-13.6% | $68,494-13.2% |
| Participation rate | 59.3% | 60.7%-1.4pp | 69.0%-9.8pp | 67.9%-8.6pp |
| Annual return | -14.65% | -12.71%-1.9pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,082 | $1,829-40.8% | $2,655-59.2% | $2,596-58.3% |
| Participant deferral / active EE | $1,461 | $2,867-49.1% | $3,941-62.9% | $4,027-63.7% |
| Admin fee / account holder | $5,742 | $4,355+31.8% | $4,932+16.4% | $5,403+6.3% |