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 | $31,335 | $64,707-51.6% | $112,228-72.1% | $68,494-54.3% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -16.80% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,261 | $2,746-54.1% | $3,635-65.3% | $2,596-51.4% |
| Participant deferral / active EE | $2,313 | $3,565-35.1% | $4,728-51.1% | $4,027-42.6% |
| Admin fee / account holder | $6,015 | $5,232+15.0% | $6,410-6.2% | $5,403+11.3% |