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 | $31,303 | $42,894-27.0% | $60,874-48.6% | $68,494-54.3% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -11.00% | -13.98%+3.0pp | 16.90%-27.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,790 | $2,867-37.6% | $3,817-53.1% | $4,027-55.6% |
| Admin fee / account holder | $15,649 | $3,101+404.7% | $3,224+385.4% | $5,403+189.7% |