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 | $41,679 | $73,867-43.6% | $143,757-71.0% | $68,494-39.2% |
| Participation rate | 67.2% | 66.7%+0.6pp | 80.3%-13.1pp | 67.9%-0.7pp |
| Annual return | -16.47% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $637 | $3,184-80.0% | $4,951-87.1% | $2,596-75.5% |
| Participant deferral / active EE | $3,333 | $3,384-1.5% | $5,637-40.9% | $4,027-17.2% |
| Admin fee / account holder | $1,447 | $5,755-74.9% | $14,673-90.1% | $5,403-73.2% |