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 | $57,807 | $59,805-3.3% | $79,550-27.3% | $68,494-15.6% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.7pp |
| Annual return | -16.11% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $783 | $1,505-48.0% | $2,413-67.6% | $2,596-69.8% |
| Participant deferral / active EE | $2,426 | $3,024-19.8% | $3,985-39.1% | $4,027-39.8% |
| Admin fee / account holder | $1,803 | $4,835-62.7% | $6,832-73.6% | $5,403-66.6% |