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 | $25,634 | $69,010-62.9% | $159,960-84.0% | $68,494-62.6% |
| Participation rate | 47.4% | 65.4%-18.0pp | 78.0%-30.6pp | 67.9%-20.5pp |
| Annual return | -12.68% | -9.65%-3.0pp | 408.60%-421.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,572 | $2,213-29.0% | $4,226-62.8% | $2,596-39.5% |
| Participant deferral / active EE | $2,435 | $4,212-42.2% | $6,182-60.6% | $4,027-39.5% |
| Admin fee / account holder | $1,272 | $4,798-73.5% | $8,698-85.4% | $5,403-76.4% |