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 | $60,983 | $54,229+12.5% | $70,092-13.0% | $68,494-11.0% |
| Participation rate | 31.6% | 64.5%-32.8pp | 70.5%-38.8pp | 67.9%-36.2pp |
| Annual return | -16.29% | -13.87%-2.4pp | 190.73%-207.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $557 | $2,018-72.4% | $2,559-78.2% | $2,596-78.5% |
| Participant deferral / active EE | $1,230 | $2,956-58.4% | $3,849-68.0% | $4,027-69.5% |
| Admin fee / account holder | $2,022 | $4,694-56.9% | $6,267-67.7% | $5,403-62.6% |