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 | $56,439 | $73,004-22.7% | $90,749-37.8% | $68,494-17.6% |
| Participation rate | 69.7% | 70.8%-1.1pp | 75.7%-6.0pp | 67.9%+1.8pp |
| Annual return | -18.30% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $712 | $2,193-67.5% | $2,921-75.6% | $2,596-72.6% |
| Participant deferral / active EE | $3,359 | $3,627-7.4% | $4,564-26.4% | $4,027-16.6% |
| Admin fee / account holder | $11,757 | $5,896+99.4% | $8,445+39.2% | $5,403+117.6% |