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 | $75,009 | $73,004+2.7% | $90,749-17.3% | $68,494+9.5% |
| Participation rate | 62.4% | 70.8%-8.5pp | 75.7%-13.3pp | 67.9%-5.5pp |
| Annual return | -16.74% | -13.81%-2.9pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,252 | $2,193-42.9% | $2,921-57.2% | $2,596-51.8% |
| Participant deferral / active EE | $2,431 | $3,627-33.0% | $4,564-46.7% | $4,027-39.6% |
| Admin fee / account holder | $832 | $5,896-85.9% | $8,445-90.1% | $5,403-84.6% |