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 | $29,549 | $46,674-36.7% | $117,472-74.8% | $68,494-56.9% |
| Participation rate | 52.3% | 56.8%-4.5pp | 70.6%-18.3pp | 67.9%-15.6pp |
| Annual return | -11.22% | -14.52%+3.3pp | 29.74%-41.0pp | -7.84%-3.4pp |
| Employer contribution / active EE | $962 | $1,505-36.1% | $4,176-77.0% | $2,596-63.0% |
| Participant deferral / active EE | $2,273 | $2,636-13.8% | $4,070-44.2% | $4,027-43.6% |
| Admin fee / account holder | $5,777 | $4,020+43.7% | $5,645+2.3% | $5,403+6.9% |