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 | $36,417 | $56,357-35.4% | $104,294-65.1% | $68,494-46.8% |
| Participation rate | 60.4% | 63.3%-2.9pp | 73.3%-12.9pp | 67.9%-7.5pp |
| Annual return | -16.79% | -9.19%-7.6pp | 24.61%-41.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,477 | $1,960-24.6% | $3,372-56.2% | $2,596-43.1% |
| Participant deferral / active EE | $2,773 | $3,077-9.9% | $4,625-40.0% | $4,027-31.1% |
| Admin fee / account holder | $5,090 | $4,903+3.8% | $7,339-30.6% | $5,403-5.8% |