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 | $29,829 | $59,805-50.1% | $79,550-62.5% | $68,494-56.4% |
| Participation rate | 47.8% | 61.1%-13.3pp | 69.5%-21.7pp | 67.9%-20.1pp |
| Annual return | -17.18% | -12.30%-4.9pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,806 | $3,024-7.2% | $3,985-29.6% | $4,027-30.3% |
| Admin fee / account holder | $3,136 | $4,835-35.1% | $6,832-54.1% | $5,403-42.0% |