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 | $63,465 | $48,265+31.5% | $68,791-7.7% | $68,494-7.3% |
| Participation rate | 48.9% | 60.7%-11.8pp | 69.0%-20.1pp | 67.9%-19.0pp |
| Annual return | -15.65% | -12.71%-2.9pp | -6.38%-9.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,284 | $2,867-55.2% | $3,941-67.4% | $4,027-68.1% |
| Admin fee / account holder | $9,337 | $4,355+114.4% | $4,932+89.3% | $5,403+72.8% |