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 | $30,533 | $71,883-57.5% | $86,677-64.8% | $68,494-55.4% |
| Participation rate | 45.2% | 72.2%-27.1pp | 76.6%-31.4pp | 67.9%-22.7pp |
| Annual return | -18.51% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,036 | $2,173-52.3% | $2,836-63.5% | $2,596-60.1% |
| Participant deferral / active EE | $2,062 | $3,779-45.4% | $4,656-55.7% | $4,027-48.8% |
| Admin fee / account holder | $871 | $6,112-85.8% | $7,493-88.4% | $5,403-83.9% |