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 | $22,111 | $48,265-54.2% | $68,791-67.9% | $68,494-67.7% |
| Participation rate | 52.1% | 60.7%-8.6pp | 69.0%-16.9pp | 67.9%-15.8pp |
| Annual return | -13.24% | -12.71%-0.5pp | -6.38%-6.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $992 | $1,829-45.8% | $2,655-62.7% | $2,596-61.8% |
| Participant deferral / active EE | $2,310 | $2,867-19.4% | $3,941-41.4% | $4,027-42.6% |
| Admin fee / account holder | $9,670 | $4,355+122.0% | $4,932+96.1% | $5,403+79.0% |