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 | $70,810 | $73,004-3.0% | $90,749-22.0% | $68,494+3.4% |
| Participation rate | 63.0% | 70.8%-7.8pp | 75.7%-12.6pp | 67.9%-4.8pp |
| Annual return | -17.21% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,250 | $2,193-43.0% | $2,921-57.2% | $2,596-51.8% |
| Participant deferral / active EE | $3,957 | $3,627+9.1% | $4,564-13.3% | $4,027-1.7% |
| Admin fee / account holder | $2,754 | $5,896-53.3% | $8,445-67.4% | $5,403-49.0% |