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 | $33,262 | $59,805-44.4% | $79,550-58.2% | $68,494-51.4% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.5%-8.9pp | 67.9%-7.3pp |
| Annual return | -12.86% | -12.30%-0.6pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $410 | $1,505-72.8% | $2,413-83.0% | $2,596-84.2% |
| Participant deferral / active EE | $1,827 | $3,024-39.6% | $3,985-54.1% | $4,027-54.6% |
| Admin fee / account holder | $1,427 | $4,835-70.5% | $6,832-79.1% | $5,403-73.6% |