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 | $30,707 | $73,004-57.9% | $90,749-66.2% | $68,494-55.2% |
| Participation rate | 67.6% | 70.8%-3.3pp | 75.7%-8.1pp | 67.9%-0.3pp |
| Annual return | -17.64% | -13.81%-3.8pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,712 | $2,193+23.7% | $2,921-7.1% | $2,596+4.5% |
| Participant deferral / active EE | $3,897 | $3,627+7.5% | $4,564-14.6% | $4,027-3.2% |
| Admin fee / account holder | $1,800 | $5,896-69.5% | $8,445-78.7% | $5,403-66.7% |