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 | $23,114 | $59,805-61.4% | $79,550-70.9% | $68,494-66.3% |
| Participation rate | 58.7% | 61.1%-2.4pp | 69.5%-10.8pp | 67.9%-9.2pp |
| Annual return | -18.02% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,497 | $3,024+147.9% | $3,985+88.1% | $4,027+86.2% |
| Admin fee / account holder | $4,319 | $4,835-10.7% | $6,832-36.8% | $5,403-20.1% |