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 | $50,104 | $81,900-38.8% | $119,609-58.1% | $68,494-26.8% |
| Participation rate | 33.8% | 71.9%-38.1pp | 79.3%-45.4pp | 67.9%-34.1pp |
| Annual return | -15.78% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,170 | $2,693-56.6% | $4,232-72.4% | $2,596-54.9% |
| Participant deferral / active EE | $2,329 | $4,148-43.8% | $5,602-58.4% | $4,027-42.2% |
| Admin fee / account holder | $1,213 | $6,582-81.6% | $10,323-88.3% | $5,403-77.6% |