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 | $28,813 | $59,805-51.8% | $79,550-63.8% | $68,494-57.9% |
| Participation rate | 61.1% | 61.1%0pp | 69.5%-8.4pp | 67.9%-6.8pp |
| Annual return | -18.33% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $861 | $1,505-42.8% | $2,413-64.3% | $2,596-66.8% |
| Participant deferral / active EE | $3,676 | $3,024+21.6% | $3,985-7.7% | $4,027-8.7% |
| Admin fee / account holder | $3,263 | $4,835-32.5% | $6,832-52.2% | $5,403-39.6% |