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 | $64,474 | $48,265+33.6% | $68,791-6.3% | $68,494-5.9% |
| Participation rate | 60.6% | 60.7%-0.1pp | 69.0%-8.4pp | 67.9%-7.3pp |
| Annual return | -17.14% | -12.71%-4.4pp | -6.38%-10.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $529 | $1,829-71.1% | $2,655-80.1% | $2,596-79.6% |
| Participant deferral / active EE | $2,525 | $2,867-11.9% | $3,941-35.9% | $4,027-37.3% |
| Admin fee / account holder | $8,632 | $4,355+98.2% | $4,932+75.0% | $5,403+59.8% |