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 | $52,269 | $71,883-27.3% | $86,677-39.7% | $68,494-23.7% |
| Participation rate | 41.8% | 72.2%-30.4pp | 76.6%-34.8pp | 67.9%-26.1pp |
| Annual return | -14.96% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $655 | $2,173-69.8% | $2,836-76.9% | $2,596-74.8% |
| Participant deferral / active EE | $2,760 | $3,779-27.0% | $4,656-40.7% | $4,027-31.5% |
| Admin fee / account holder | $6,275 | $6,112+2.7% | $7,493-16.3% | $5,403+16.1% |