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 | $26,238 | $48,265-45.6% | $68,791-61.9% | $68,494-61.7% |
| Participation rate | 57.6% | 60.7%-3.1pp | 69.0%-11.4pp | 67.9%-10.3pp |
| Annual return | -17.19% | -12.71%-4.5pp | -6.38%-10.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,907 | $1,829+4.3% | $2,655-28.2% | $2,596-26.5% |
| Participant deferral / active EE | $4,620 | $2,867+61.2% | $3,941+17.2% | $4,027+14.7% |
| Admin fee / account holder | $1,529 | $4,355-64.9% | $4,932-69.0% | $5,403-71.7% |