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 | $65,170 | $48,265+35.0% | $68,791-5.3% | $68,494-4.9% |
| Participation rate | 59.6% | 60.7%-1.0pp | 69.0%-9.4pp | 67.9%-8.2pp |
| Annual return | -16.50% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,122 | $1,829-38.7% | $2,655-57.8% | $2,596-56.8% |
| Participant deferral / active EE | $2,327 | $2,867-18.8% | $3,941-40.9% | $4,027-42.2% |
| Admin fee / account holder | $4,372 | $4,355+0.4% | $4,932-11.4% | $5,403-19.1% |