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 | $48,822 | $42,894+13.8% | $60,874-19.8% | $68,494-28.7% |
| Participation rate | 42.9% | 66.8%-23.9pp | 73.1%-30.3pp | 67.9%-25.0pp |
| Annual return | -17.01% | -13.98%-3.0pp | 16.90%-33.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $577 | $1,978-70.9% | $2,701-78.7% | $2,596-77.8% |
| Participant deferral / active EE | $1,743 | $2,867-39.2% | $3,817-54.3% | $4,027-56.7% |
| Admin fee / account holder | $2,195 | $3,101-29.2% | $3,224-31.9% | $5,403-59.4% |