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 | $42,348 | $73,004-42.0% | $90,749-53.3% | $68,494-38.2% |
| Participation rate | 67.5% | 70.8%-3.3pp | 75.7%-8.2pp | 67.9%-0.4pp |
| Annual return | -17.81% | -13.81%-4.0pp | -12.16%-5.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,756 | $2,193-19.9% | $2,921-39.9% | $2,596-32.4% |
| Participant deferral / active EE | $2,926 | $3,627-19.3% | $4,564-35.9% | $4,027-27.3% |
| Admin fee / account holder | $1,303 | $5,896-77.9% | $8,445-84.6% | $5,403-75.9% |