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 | $27,456 | $48,265-43.1% | $68,791-60.1% | $68,494-59.9% |
| Participation rate | 59.0% | 60.7%-1.7pp | 69.0%-10.1pp | 67.9%-8.9pp |
| Annual return | -17.76% | -12.71%-5.1pp | -6.38%-11.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,059 | $1,829-42.1% | $2,655-60.1% | $2,596-59.2% |
| Participant deferral / active EE | $2,884 | $2,867+0.6% | $3,941-26.8% | $4,027-28.4% |
| Admin fee / account holder | $903 | $4,355-79.3% | $4,932-81.7% | $5,403-83.3% |