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 | $45,305 | $64,707-30.0% | $112,228-59.6% | $68,494-33.9% |
| Participation rate | 53.0% | 67.2%-14.1pp | 75.1%-22.0pp | 67.9%-14.9pp |
| Annual return | -12.44% | -11.40%-1.0pp | 27.45%-39.9pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,289 | $2,746-53.1% | $3,635-64.5% | $2,596-50.4% |
| Participant deferral / active EE | $4,174 | $3,565+17.1% | $4,728-11.7% | $4,027+3.6% |
| Admin fee / account holder | $1,169 | $5,232-77.7% | $6,410-81.8% | $5,403-78.4% |