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 | $29,685 | $59,186-49.8% | $76,768-61.3% | $56,287-47.3% |
| Participation rate | 53.6% | 75.2%-21.6pp | 77.0%-23.3pp | 69.9%-16.2pp |
| Annual return | -6.19% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $920 | $1,759-47.7% | $2,485-63.0% | $2,111-56.4% |
| Participant deferral / active EE | $2,094 | $3,255-35.7% | $3,852-45.6% | $3,350-37.5% |
| Admin fee / account holder | $536 | $489+9.5% | $6,675-92.0% | $521+2.8% |