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 | $48,520 | $42,894+13.1% | $60,874-20.3% | $68,494-29.2% |
| Participation rate | 21.4% | 66.8%-45.4pp | 73.1%-51.7pp | 67.9%-46.5pp |
| Annual return | -13.36% | -13.98%+0.6pp | 16.90%-30.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,139 | $2,867-60.3% | $3,817-70.2% | $4,027-71.7% |
| Admin fee / account holder | $840 | $3,101-72.9% | $3,224-74.0% | $5,403-84.5% |