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 | $61,146 | $73,867-17.2% | $143,757-57.5% | $68,494-10.7% |
| Participation rate | 67.6% | 66.7%+0.9pp | 80.3%-12.7pp | 67.9%-0.3pp |
| Annual return | -14.82% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,350 | $3,384-1.0% | $5,637-40.6% | $4,027-16.8% |
| Admin fee / account holder | $7,926 | $5,755+37.7% | $14,673-46.0% | $5,403+46.7% |