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 | $41,462 | $64,707-35.9% | $112,228-63.1% | $68,494-39.5% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.1%-12.6pp | 67.9%-5.4pp |
| Annual return | -14.97% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,125 | $2,746-22.6% | $3,635-41.5% | $2,596-18.2% |
| Participant deferral / active EE | $3,633 | $3,565+1.9% | $4,728-23.2% | $4,027-9.8% |
| Admin fee / account holder | $3,248 | $5,232-37.9% | $6,410-49.3% | $5,403-39.9% |