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 | $30,048 | $42,894-29.9% | $60,874-50.6% | $68,494-56.1% |
| Participation rate | 64.1% | 66.8%-2.7pp | 73.1%-9.0pp | 67.9%-3.8pp |
| Annual return | -18.59% | -13.98%-4.6pp | 16.90%-35.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $770 | $1,978-61.1% | $2,701-71.5% | $2,596-70.4% |
| Participant deferral / active EE | $1,946 | $2,867-32.1% | $3,817-49.0% | $4,027-51.7% |
| Admin fee / account holder | $1,953 | $3,101-37.0% | $3,224-39.4% | $5,403-63.9% |