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 | $22,224 | $42,894-48.2% | $60,874-63.5% | $68,494-67.6% |
| Participation rate | 51.6% | 66.8%-15.2pp | 73.1%-21.5pp | 67.9%-16.3pp |
| Annual return | -18.55% | -13.98%-4.6pp | 16.90%-35.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $638 | $1,978-67.7% | $2,701-76.4% | $2,596-75.4% |
| Participant deferral / active EE | $1,239 | $2,867-56.8% | $3,817-67.5% | $4,027-69.2% |
| Admin fee / account holder | $1,833 | $3,101-40.9% | $3,224-43.2% | $5,403-66.1% |