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 | $40,570 | $81,900-50.5% | $119,609-66.1% | $68,494-40.8% |
| Participation rate | 41.1% | 71.9%-30.8pp | 79.3%-38.2pp | 67.9%-26.8pp |
| Annual return | -18.25% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,561 | $4,148-38.3% | $5,602-54.3% | $4,027-36.4% |
| Admin fee / account holder | $3,484 | $6,582-47.1% | $10,323-66.3% | $5,403-35.5% |