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 7-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 | $22,952 | $48,265-52.4% | $68,791-66.6% | $68,494-66.5% |
| Participation rate | 54.9% | 60.7%-5.7pp | 69.0%-14.1pp | 67.9%-12.9pp |
| Annual return | -12.06% | -12.71%+0.6pp | -6.38%-5.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,696 | $1,829-7.2% | $2,655-36.1% | $2,596-34.7% |
| Participant deferral / active EE | $2,811 | $2,867-2.0% | $3,941-28.7% | $4,027-30.2% |
| Admin fee / account holder | $5,674 | $4,355+30.3% | $4,932+15.0% | $5,403+5.0% |