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 | $32,100 | $65,061-50.7% | $143,757-77.7% | $66,914-52.0% |
| Participation rate | 63.0% | 65.2%-2.2pp | 80.3%-17.3pp | 69.8%-6.8pp |
| Annual return | -11.85% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,207 | $2,361-48.9% | $4,951-75.6% | $2,544-52.5% |
| Participant deferral / active EE | $2,133 | $2,919-26.9% | $5,637-62.2% | $4,237-49.6% |
| Admin fee / account holder | $1,932 | $502+284.9% | $14,673-86.8% | $593+225.7% |