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 | $42,076 | $43,504-3.3% | $68,793-38.8% | $56,287-25.2% |
| Participation rate | 33.0% | 67.8%-34.8pp | 72.2%-39.2pp | 69.9%-36.8pp |
| Annual return | 2.40% | -3.15%+5.5pp | -4.63%+7.0pp | -9.96%+12.4pp |
| Employer contribution / active EE | $1,219 | $1,525-20.1% | $2,625-53.6% | $2,111-42.2% |
| Participant deferral / active EE | $2,501 | $2,509-0.3% | $3,311-24.5% | $3,350-25.3% |
| Admin fee / account holder | $5,110 | $515+892.2% | $5,131-0.4% | $521+880.8% |