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 | $33,846 | $73,867-54.2% | $143,757-76.5% | $68,494-50.6% |
| Participation rate | 36.8% | 66.7%-29.9pp | 80.3%-43.5pp | 67.9%-31.1pp |
| Annual return | -17.12% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,262 | $3,184-60.4% | $4,951-74.5% | $2,596-51.4% |
| Participant deferral / active EE | $2,796 | $3,384-17.4% | $5,637-50.4% | $4,027-30.6% |
| Admin fee / account holder | $4,426 | $5,755-23.1% | $14,673-69.8% | $5,403-18.1% |