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 | $27,176 | $59,805-54.6% | $79,550-65.8% | $68,494-60.3% |
| Participation rate | 65.3% | 61.1%+4.2pp | 69.5%-4.2pp | 67.9%-2.6pp |
| Annual return | -16.34% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,883 | $1,505+25.1% | $2,413-22.0% | $2,596-27.5% |
| Participant deferral / active EE | $2,866 | $3,024-5.2% | $3,985-28.1% | $4,027-28.8% |
| Admin fee / account holder | $792 | $4,835-83.6% | $6,832-88.4% | $5,403-85.3% |