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 | $34,605 | $42,894-19.3% | $60,874-43.2% | $68,494-49.5% |
| Participation rate | 35.8% | 66.8%-31.0pp | 73.1%-37.3pp | 67.9%-32.1pp |
| Annual return | -9.71% | -13.98%+4.3pp | 16.90%-26.6pp | -7.84%-1.9pp |
| Employer contribution / active EE | $396 | $1,978-80.0% | $2,701-85.3% | $2,596-84.8% |
| Participant deferral / active EE | $1,945 | $2,867-32.2% | $3,817-49.0% | $4,027-51.7% |
| Admin fee / account holder | $18,824 | $3,101+507.1% | $3,224+483.8% | $5,403+248.4% |