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 | $57,088 | $54,229+5.3% | $70,092-18.6% | $68,494-16.7% |
| Participation rate | 68.0% | 64.5%+3.5pp | 70.5%-2.5pp | 67.9%+0.1pp |
| Annual return | -15.02% | -13.87%-1.2pp | 190.73%-205.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,485 | $2,018+23.2% | $2,559-2.9% | $2,596-4.3% |
| Participant deferral / active EE | $4,685 | $2,956+58.5% | $3,849+21.7% | $4,027+16.3% |
| Admin fee / account holder | $7,479 | $4,694+59.3% | $6,267+19.3% | $5,403+38.4% |