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 | $50,184 | $81,900-38.7% | $119,609-58.0% | $68,494-26.7% |
| Participation rate | 67.2% | 71.9%-4.7pp | 79.3%-12.0pp | 67.9%-0.7pp |
| Annual return | -13.45% | -23.82%+10.4pp | -14.97%+1.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $881 | $2,693-67.3% | $4,232-79.2% | $2,596-66.1% |
| Participant deferral / active EE | $3,524 | $4,148-15.0% | $5,602-37.1% | $4,027-12.5% |
| Admin fee / account holder | $10,148 | $6,582+54.2% | $10,323-1.7% | $5,403+87.8% |