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 | $22,575 | $42,894-47.4% | $60,874-62.9% | $68,494-67.0% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -13.77% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $992 | $1,978-49.8% | $2,701-63.3% | $2,596-61.8% |
| Participant deferral / active EE | $936 | $2,867-67.3% | $3,817-75.5% | $4,027-76.8% |
| Admin fee / account holder | $3,266 | $3,101+5.3% | $3,224+1.3% | $5,403-39.5% |