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 | $23,394 | $64,707-63.8% | $112,228-79.2% | $68,494-65.8% |
| Participation rate | 57.6% | 67.2%-9.6pp | 75.1%-17.5pp | 67.9%-10.3pp |
| Annual return | -0.72% | -11.40%+10.7pp | 27.45%-28.2pp | -7.84%+7.1pp |
| Employer contribution / active EE | $1,324 | $2,746-51.8% | $3,635-63.6% | $2,596-49.0% |
| Participant deferral / active EE | $2,663 | $3,565-25.3% | $4,728-43.7% | $4,027-33.9% |
| Admin fee / account holder | $3,631 | $5,232-30.6% | $6,410-43.4% | $5,403-32.8% |