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 | $39,081 | $64,707-39.6% | $112,228-65.2% | $68,494-42.9% |
| Participation rate | 64.3% | 67.2%-2.9pp | 75.1%-10.8pp | 67.9%-3.6pp |
| Annual return | -12.82% | -11.40%-1.4pp | 27.45%-40.3pp | -7.84%-5.0pp |
| Employer contribution / active EE | $849 | $2,746-69.1% | $3,635-76.7% | $2,596-67.3% |
| Participant deferral / active EE | $3,867 | $3,565+8.5% | $4,728-18.2% | $4,027-4.0% |
| Admin fee / account holder | $3,576 | $5,232-31.7% | $6,410-44.2% | $5,403-33.8% |