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 | $26,187 | $56,357-53.5% | $104,294-74.9% | $68,494-61.8% |
| Participation rate | 49.2% | 63.3%-14.0pp | 73.3%-24.0pp | 67.9%-18.7pp |
| Annual return | -8.23% | -9.19%+1.0pp | 24.61%-32.8pp | -7.84%-0.4pp |
| Employer contribution / active EE | $665 | $1,960-66.1% | $3,372-80.3% | $2,596-74.4% |
| Participant deferral / active EE | $1,405 | $3,077-54.3% | $4,625-69.6% | $4,027-65.1% |
| Admin fee / account holder | $735 | $4,903-85.0% | $7,339-90.0% | $5,403-86.4% |