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 | $27,850 | $48,265-42.3% | $68,791-59.5% | $68,494-59.3% |
| Participation rate | 69.2% | 60.7%+8.6pp | 69.0%+0.2pp | 67.9%+1.3pp |
| Annual return | -16.67% | -12.71%-4.0pp | -6.38%-10.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,253 | $1,829-31.5% | $2,655-52.8% | $2,596-51.7% |
| Participant deferral / active EE | $2,092 | $2,867-27.0% | $3,941-46.9% | $4,027-48.1% |
| Admin fee / account holder | $7,849 | $4,355+80.2% | $4,932+59.2% | $5,403+45.3% |