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 | $37,056 | $71,883-48.4% | $86,677-57.2% | $68,494-45.9% |
| Participation rate | 56.3% | 72.2%-16.0pp | 76.6%-20.3pp | 67.9%-11.6pp |
| Annual return | -13.42% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,490 | $2,173-31.4% | $2,836-47.5% | $2,596-42.6% |
| Participant deferral / active EE | $2,930 | $3,779-22.5% | $4,656-37.1% | $4,027-27.3% |
| Admin fee / account holder | $5,429 | $6,112-11.2% | $7,493-27.5% | $5,403+0.5% |