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 | $70,555 | $81,900-13.9% | $119,609-41.0% | $68,494+3.0% |
| Participation rate | 41.7% | 71.9%-30.2pp | 79.3%-37.6pp | 67.9%-26.2pp |
| Annual return | -10.42% | -23.82%+13.4pp | -14.97%+4.6pp | -7.84%-2.6pp |
| Employer contribution / active EE | $921 | $2,693-65.8% | $4,232-78.2% | $2,596-64.5% |
| Participant deferral / active EE | $2,435 | $4,148-41.3% | $5,602-56.5% | $4,027-39.5% |
| Admin fee / account holder | $1,544 | $6,582-76.5% | $10,323-85.0% | $5,403-71.4% |