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 | $43,140 | $54,229-20.4% | $70,092-38.5% | $68,494-37.0% |
| Participation rate | 37.2% | 64.5%-27.3pp | 70.5%-33.3pp | 67.9%-30.7pp |
| Annual return | -10.84% | -13.87%+3.0pp | 190.73%-201.6pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,422 | $2,018-29.5% | $2,559-44.4% | $2,596-45.2% |
| Participant deferral / active EE | $2,261 | $2,956-23.5% | $3,849-41.3% | $4,027-43.9% |
| Admin fee / account holder | $4,858 | $4,694+3.5% | $6,267-22.5% | $5,403-10.1% |