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 | $33,726 | $73,867-54.3% | $143,757-76.5% | $68,494-50.8% |
| Participation rate | 69.7% | 66.7%+3.0pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -16.29% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,236 | $3,184-61.2% | $4,951-75.0% | $2,596-52.4% |
| Participant deferral / active EE | $2,283 | $3,384-32.5% | $5,637-59.5% | $4,027-43.3% |
| Admin fee / account holder | $4,105 | $5,755-28.7% | $14,673-72.0% | $5,403-24.0% |