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 | $16,586 | $42,894-61.3% | $60,874-72.8% | $68,494-75.8% |
| Participation rate | 67.5% | 66.8%+0.7pp | 73.1%-5.6pp | 67.9%-0.4pp |
| Annual return | -4.99% | -13.98%+9.0pp | 16.90%-21.9pp | -7.84%+2.9pp |
| Employer contribution / active EE | $653 | $1,978-67.0% | $2,701-75.8% | $2,596-74.8% |
| Participant deferral / active EE | $1,016 | $2,867-64.6% | $3,817-73.4% | $4,027-74.8% |
| Admin fee / account holder | $562 | $3,101-81.9% | $3,224-82.6% | $5,403-89.6% |