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 | $47,332 | $48,265-1.9% | $68,791-31.2% | $68,494-30.9% |
| Participation rate | 53.5% | 60.7%-7.2pp | 69.0%-15.5pp | 67.9%-14.4pp |
| Annual return | -16.20% | -12.71%-3.5pp | -6.38%-9.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $600 | $1,829-67.2% | $2,655-77.4% | $2,596-76.9% |
| Participant deferral / active EE | $2,169 | $2,867-24.3% | $3,941-45.0% | $4,027-46.1% |
| Admin fee / account holder | $20,687 | $4,355+375.0% | $4,932+319.5% | $5,403+282.9% |