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 5-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 | $25,552 | $64,707-60.5% | $112,228-77.2% | $68,494-62.7% |
| Participation rate | 67.5% | 67.2%+0.3pp | 75.1%-7.6pp | 67.9%-0.4pp |
| Annual return | -14.61% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,736 | $2,746-36.8% | $3,635-52.2% | $2,596-33.2% |
| Participant deferral / active EE | $3,944 | $3,565+10.6% | $4,728-16.6% | $4,027-2.1% |
| Admin fee / account holder | $4,367 | $5,232-16.5% | $6,410-31.9% | $5,403-19.2% |