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 | $22,572 | $59,805-62.3% | $79,550-71.6% | $68,494-67.0% |
| Participation rate | 55.4% | 61.1%-5.7pp | 69.5%-14.1pp | 67.9%-12.5pp |
| Annual return | -11.39% | -12.30%+0.9pp | 0.16%-11.6pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,189 | $1,505-21.0% | $2,413-50.7% | $2,596-54.2% |
| Participant deferral / active EE | $1,689 | $3,024-44.2% | $3,985-57.6% | $4,027-58.1% |
| Admin fee / account holder | $2,281 | $4,835-52.8% | $6,832-66.6% | $5,403-57.8% |