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 | $23,206 | $48,265-51.9% | $68,791-66.3% | $68,494-66.1% |
| Participation rate | 69.0% | 60.7%+8.4pp | 69.0%0pp | 67.9%+1.2pp |
| Annual return | -15.88% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $662 | $1,829-63.8% | $2,655-75.1% | $2,596-74.5% |
| Participant deferral / active EE | $1,699 | $2,867-40.7% | $3,941-56.9% | $4,027-57.8% |
| Admin fee / account holder | $2,407 | $4,355-44.7% | $4,932-51.2% | $5,403-55.4% |