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 | $25,318 | $48,265-47.5% | $68,791-63.2% | $68,494-63.0% |
| Participation rate | 62.2% | 60.7%+1.5pp | 69.0%-6.9pp | 67.9%-5.7pp |
| Annual return | -17.53% | -12.71%-4.8pp | -6.38%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,213 | $1,829-33.7% | $2,655-54.3% | $2,596-53.3% |
| Participant deferral / active EE | $3,354 | $2,867+17.0% | $3,941-14.9% | $4,027-16.7% |
| Admin fee / account holder | $942 | $4,355-78.4% | $4,932-80.9% | $5,403-82.6% |