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 | $37,272 | $59,805-37.7% | $79,550-53.1% | $68,494-45.6% |
| Participation rate | 58.1% | 61.1%-3.0pp | 69.5%-11.4pp | 67.9%-9.8pp |
| Annual return | -13.36% | -12.30%-1.1pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,344 | $1,505-10.7% | $2,413-44.3% | $2,596-48.2% |
| Participant deferral / active EE | $2,668 | $3,024-11.8% | $3,985-33.1% | $4,027-33.7% |
| Admin fee / account holder | $437 | $4,835-91.0% | $6,832-93.6% | $5,403-91.9% |