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 | $54,892 | $71,883-23.6% | $86,677-36.7% | $68,494-19.9% |
| Participation rate | 68.2% | 72.2%-4.1pp | 76.6%-8.4pp | 67.9%+0.3pp |
| Annual return | -14.69% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $717 | $2,173-67.0% | $2,836-74.7% | $2,596-72.4% |
| Participant deferral / active EE | $3,409 | $3,779-9.8% | $4,656-26.8% | $4,027-15.4% |
| Admin fee / account holder | $11,456 | $6,112+87.4% | $7,493+52.9% | $5,403+112.0% |