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 | $31,959 | $42,894-25.5% | $60,874-47.5% | $68,494-53.3% |
| Participation rate | 63.2% | 66.8%-3.6pp | 73.1%-10.0pp | 67.9%-4.7pp |
| Annual return | -13.58% | -13.98%+0.4pp | 16.90%-30.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $939 | $1,978-52.5% | $2,701-65.2% | $2,596-63.8% |
| Participant deferral / active EE | $1,854 | $2,867-35.3% | $3,817-51.4% | $4,027-54.0% |
| Admin fee / account holder | $1,168 | $3,101-62.3% | $3,224-63.8% | $5,403-78.4% |