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 | $57,432 | $81,900-29.9% | $119,609-52.0% | $68,494-16.2% |
| Participation rate | 58.7% | 71.9%-13.2pp | 79.3%-20.6pp | 67.9%-9.2pp |
| Annual return | -13.81% | -23.82%+10.0pp | -14.97%+1.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $695 | $2,693-74.2% | $4,232-83.6% | $2,596-73.2% |
| Participant deferral / active EE | $3,846 | $4,148-7.3% | $5,602-31.3% | $4,027-4.5% |
| Admin fee / account holder | $7,167 | $6,582+8.9% | $10,323-30.6% | $5,403+32.7% |