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 | $30,519 | $59,805-49.0% | $79,550-61.6% | $68,494-55.4% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | -10.74% | -12.30%+1.6pp | 0.16%-10.9pp | -7.84%-2.9pp |
| Employer contribution / active EE | $716 | $1,505-52.5% | $2,413-70.3% | $2,596-72.4% |
| Participant deferral / active EE | $2,416 | $3,024-20.1% | $3,985-39.4% | $4,027-40.0% |
| Admin fee / account holder | $13,540 | $4,835+180.1% | $6,832+98.2% | $5,403+150.6% |