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 | $37,752 | $59,805-36.9% | $79,550-52.5% | $68,494-44.9% |
| Participation rate | 55.2% | 61.1%-5.9pp | 69.5%-14.3pp | 67.9%-12.7pp |
| Annual return | -18.53% | -12.30%-6.2pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $466 | $1,505-69.0% | $2,413-80.7% | $2,596-82.1% |
| Participant deferral / active EE | $1,336 | $3,024-55.8% | $3,985-66.5% | $4,027-66.8% |
| Admin fee / account holder | $4,390 | $4,835-9.2% | $6,832-35.7% | $5,403-18.7% |