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 | $54,353 | $73,004-25.5% | $90,749-40.1% | $68,494-20.6% |
| Participation rate | 57.4% | 70.8%-13.5pp | 75.7%-18.3pp | 67.9%-10.5pp |
| Annual return | -16.13% | -13.81%-2.3pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $968 | $2,193-55.8% | $2,921-66.8% | $2,596-62.7% |
| Participant deferral / active EE | $2,036 | $3,627-43.9% | $4,564-55.4% | $4,027-49.4% |
| Admin fee / account holder | $385 | $5,896-93.5% | $8,445-95.4% | $5,403-92.9% |