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 | $54,098 | $59,805-9.5% | $79,550-32.0% | $68,494-21.0% |
| Participation rate | 68.8% | 61.1%+7.7pp | 69.5%-0.7pp | 67.9%+0.9pp |
| Annual return | -17.95% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,242 | $1,505-17.5% | $2,413-48.5% | $2,596-52.2% |
| Participant deferral / active EE | $2,359 | $3,024-22.0% | $3,985-40.8% | $4,027-41.4% |
| Admin fee / account holder | $2,136 | $4,835-55.8% | $6,832-68.7% | $5,403-60.5% |