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 | $26,353 | $59,805-55.9% | $79,550-66.9% | $68,494-61.5% |
| Participation rate | 65.1% | 61.1%+4.1pp | 69.5%-4.4pp | 67.9%-2.8pp |
| Annual return | -12.71% | -12.30%-0.4pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $810 | $1,505-46.2% | $2,413-66.4% | $2,596-68.8% |
| Participant deferral / active EE | $1,291 | $3,024-57.3% | $3,985-67.6% | $4,027-67.9% |
| Admin fee / account holder | $878 | $4,835-81.8% | $6,832-87.1% | $5,403-83.7% |