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 | $72,661 | $59,805+21.5% | $79,550-8.7% | $68,494+6.1% |
| Participation rate | 65.6% | 61.1%+4.6pp | 69.5%-3.9pp | 67.9%-2.3pp |
| Annual return | -14.96% | -12.30%-2.7pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,761 | $1,505+17.0% | $2,413-27.0% | $2,596-32.2% |
| Participant deferral / active EE | $3,942 | $3,024+30.4% | $3,985-1.1% | $4,027-2.1% |
| Admin fee / account holder | $10,364 | $4,835+114.4% | $6,832+51.7% | $5,403+91.8% |