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 | $59,310 | $73,004-18.8% | $90,749-34.6% | $68,494-13.4% |
| Participation rate | 65.8% | 70.8%-5.0pp | 75.7%-9.9pp | 67.9%-2.1pp |
| Annual return | -16.79% | -13.81%-3.0pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $980 | $2,193-55.3% | $2,921-66.5% | $2,596-62.3% |
| Participant deferral / active EE | $2,893 | $3,627-20.2% | $4,564-36.6% | $4,027-28.2% |
| Admin fee / account holder | $4,285 | $5,896-27.3% | $8,445-49.3% | $5,403-20.7% |