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 | $50,119 | $42,894+16.8% | $60,874-17.7% | $68,494-26.8% |
| Participation rate | 56.3% | 66.8%-10.5pp | 73.1%-16.9pp | 67.9%-11.6pp |
| Annual return | -12.93% | -13.98%+1.1pp | 16.90%-29.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $576 | $1,978-70.9% | $2,701-78.7% | $2,596-77.8% |
| Participant deferral / active EE | $2,790 | $2,867-2.7% | $3,817-26.9% | $4,027-30.7% |
| Admin fee / account holder | $9,583 | $3,101+209.1% | $3,224+197.2% | $5,403+77.4% |