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 | $43,647 | $59,805-27.0% | $79,550-45.1% | $68,494-36.3% |
| Participation rate | 61.0% | 61.1%-0.1pp | 69.5%-8.5pp | 67.9%-6.9pp |
| Annual return | -11.46% | -12.30%+0.8pp | 0.16%-11.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $942 | $1,505-37.4% | $2,413-61.0% | $2,596-63.7% |
| Participant deferral / active EE | $2,135 | $3,024-29.4% | $3,985-46.4% | $4,027-47.0% |
| Admin fee / account holder | $16,125 | $4,835+233.5% | $6,832+136.0% | $5,403+198.5% |