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 | $24,185 | $42,894-43.6% | $60,874-60.3% | $68,494-64.7% |
| Participation rate | 68.0% | 66.8%+1.2pp | 73.1%-5.1pp | 67.9%+0.1pp |
| Annual return | -14.61% | -13.98%-0.6pp | 16.90%-31.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $748 | $1,978-62.2% | $2,701-72.3% | $2,596-71.2% |
| Participant deferral / active EE | $2,974 | $2,867+3.7% | $3,817-22.1% | $4,027-26.2% |
| Admin fee / account holder | $4,801 | $3,101+54.8% | $3,224+48.9% | $5,403-11.1% |