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 | $28,432 | $48,265-41.1% | $68,791-58.7% | $68,494-58.5% |
| Participation rate | 67.6% | 60.7%+6.9pp | 69.0%-1.5pp | 67.9%-0.3pp |
| Annual return | -15.44% | -12.71%-2.7pp | -6.38%-9.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,770 | $1,829-3.2% | $2,655-33.3% | $2,596-31.8% |
| Participant deferral / active EE | $2,812 | $2,867-1.9% | $3,941-28.7% | $4,027-30.2% |
| Admin fee / account holder | $3,957 | $4,355-9.2% | $4,932-19.8% | $5,403-26.8% |