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 | $26,953 | $46,674-42.3% | $117,472-77.1% | $68,494-60.6% |
| Participation rate | 56.9% | 56.8%+0.1pp | 70.6%-13.7pp | 67.9%-11.0pp |
| Annual return | -8.51% | -14.52%+6.0pp | 29.74%-38.2pp | -7.84%-0.7pp |
| Employer contribution / active EE | $866 | $1,505-42.5% | $4,176-79.3% | $2,596-66.7% |
| Participant deferral / active EE | $1,043 | $2,636-60.4% | $4,070-74.4% | $4,027-74.1% |
| Admin fee / account holder | $936 | $4,020-76.7% | $5,645-83.4% | $5,403-82.7% |