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 | $23,655 | $59,805-60.4% | $79,550-70.3% | $68,494-65.5% |
| Participation rate | 35.3% | 61.1%-25.8pp | 69.5%-34.2pp | 67.9%-32.6pp |
| Annual return | -2.72% | -12.30%+9.6pp | 0.16%-2.9pp | -7.84%+5.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,846 | $3,024-39.0% | $3,985-53.7% | $4,027-54.2% |
| Admin fee / account holder | $389 | $4,835-91.9% | $6,832-94.3% | $5,403-92.8% |