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 | $58,570 | $59,805-2.1% | $79,550-26.4% | $68,494-14.5% |
| Participation rate | 52.2% | 61.1%-8.9pp | 69.5%-17.3pp | 67.9%-15.7pp |
| Annual return | -15.12% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,110 | $1,505-26.3% | $2,413-54.0% | $2,596-57.3% |
| Participant deferral / active EE | $2,484 | $3,024-17.9% | $3,985-37.7% | $4,027-38.3% |
| Admin fee / account holder | $480 | $4,835-90.1% | $6,832-93.0% | $5,403-91.1% |