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 | $50,327 | $42,894+17.3% | $60,874-17.3% | $68,494-26.5% |
| Participation rate | 54.3% | 66.8%-12.4pp | 73.1%-18.8pp | 67.9%-13.5pp |
| Annual return | -17.21% | -13.98%-3.2pp | 16.90%-34.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $817 | $1,978-58.7% | $2,701-69.7% | $2,596-68.5% |
| Participant deferral / active EE | $2,906 | $2,867+1.4% | $3,817-23.8% | $4,027-27.8% |
| Admin fee / account holder | $517 | $3,101-83.3% | $3,224-84.0% | $5,403-90.4% |