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 | $26,020 | $73,004-64.4% | $90,749-71.3% | $68,494-62.0% |
| Participation rate | 67.5% | 70.8%-3.3pp | 75.7%-8.2pp | 67.9%-0.4pp |
| Annual return | -18.58% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,730 | $2,193-21.1% | $2,921-40.8% | $2,596-33.4% |
| Participant deferral / active EE | $2,932 | $3,627-19.2% | $4,564-35.8% | $4,027-27.2% |
| Admin fee / account holder | $4,977 | $5,896-15.6% | $8,445-41.1% | $5,403-7.9% |