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 | $29,871 | $48,265-38.1% | $68,791-56.6% | $68,494-56.4% |
| Participation rate | 69.4% | 60.7%+8.7pp | 69.0%+0.3pp | 67.9%+1.5pp |
| Annual return | -17.69% | -12.71%-5.0pp | -6.38%-11.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,385 | $1,829-24.2% | $2,655-47.8% | $2,596-46.6% |
| Participant deferral / active EE | $2,887 | $2,867+0.7% | $3,941-26.7% | $4,027-28.3% |
| Admin fee / account holder | $3,408 | $4,355-21.8% | $4,932-30.9% | $5,403-36.9% |