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 | $45,270 | $42,894+5.5% | $60,874-25.6% | $68,494-33.9% |
| Participation rate | 48.5% | 66.8%-18.3pp | 73.1%-24.6pp | 67.9%-19.4pp |
| Annual return | -12.28% | -13.98%+1.7pp | 16.90%-29.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,031 | $1,978-47.9% | $2,701-61.9% | $2,596-60.3% |
| Participant deferral / active EE | $2,986 | $2,867+4.1% | $3,817-21.8% | $4,027-25.9% |
| Admin fee / account holder | $1,386 | $3,101-55.3% | $3,224-57.0% | $5,403-74.3% |