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 | $40,837 | $59,805-31.7% | $79,550-48.7% | $68,494-40.4% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.5%-12.8pp | 67.9%-11.2pp |
| Annual return | -16.33% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $413 | $1,505-72.6% | $2,413-82.9% | $2,596-84.1% |
| Participant deferral / active EE | $2,982 | $3,024-1.4% | $3,985-25.2% | $4,027-26.0% |
| Admin fee / account holder | $3,486 | $4,835-27.9% | $6,832-49.0% | $5,403-35.5% |