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 | $29,266 | $46,674-37.3% | $117,472-75.1% | $68,494-57.3% |
| Participation rate | 56.1% | 56.8%-0.7pp | 70.6%-14.5pp | 67.9%-11.8pp |
| Annual return | -16.09% | -14.52%-1.6pp | 29.74%-45.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,385 | $1,505-7.9% | $4,176-66.8% | $2,596-46.6% |
| Participant deferral / active EE | $3,307 | $2,636+25.5% | $4,070-18.7% | $4,027-17.9% |
| Admin fee / account holder | $2,295 | $4,020-42.9% | $5,645-59.3% | $5,403-57.5% |