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 | $30,948 | $59,805-48.3% | $79,550-61.1% | $68,494-54.8% |
| Participation rate | 57.6% | 61.1%-3.5pp | 69.5%-11.9pp | 67.9%-10.3pp |
| Annual return | -16.74% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,680 | $1,505+11.6% | $2,413-30.4% | $2,596-35.3% |
| Participant deferral / active EE | $2,732 | $3,024-9.7% | $3,985-31.5% | $4,027-32.2% |
| Admin fee / account holder | $674 | $4,835-86.1% | $6,832-90.1% | $5,403-87.5% |