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 | $27,209 | $42,894-36.6% | $60,874-55.3% | $68,494-60.3% |
| Participation rate | 52.6% | 66.8%-14.2pp | 73.1%-20.5pp | 67.9%-15.3pp |
| Annual return | -18.36% | -13.98%-4.4pp | 16.90%-35.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $662 | $1,978-66.5% | $2,701-75.5% | $2,596-74.5% |
| Participant deferral / active EE | $2,210 | $2,867-22.9% | $3,817-42.1% | $4,027-45.1% |
| Admin fee / account holder | $681 | $3,101-78.0% | $3,224-78.9% | $5,403-87.4% |