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 | $57,193 | $59,805-4.4% | $79,550-28.1% | $68,494-16.5% |
| Participation rate | 58.7% | 61.1%-2.3pp | 69.5%-10.8pp | 67.9%-9.2pp |
| Annual return | -16.84% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $643 | $1,505-57.3% | $2,413-73.4% | $2,596-75.2% |
| Participant deferral / active EE | $3,130 | $3,024+3.5% | $3,985-21.5% | $4,027-22.3% |
| Admin fee / account holder | $1,928 | $4,835-60.1% | $6,832-71.8% | $5,403-64.3% |