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 | $56,101 | $59,805-6.2% | $79,550-29.5% | $68,494-18.1% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.5%-20.2pp | 67.9%-18.6pp |
| Annual return | -16.43% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $622 | $1,505-58.7% | $2,413-74.2% | $2,596-76.1% |
| Participant deferral / active EE | $2,636 | $3,024-12.8% | $3,985-33.8% | $4,027-34.5% |
| Admin fee / account holder | $6,222 | $4,835+28.7% | $6,832-8.9% | $5,403+15.2% |