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 | $54,529 | $73,004-25.3% | $90,749-39.9% | $68,494-20.4% |
| Participation rate | 58.3% | 70.8%-12.5pp | 75.7%-17.4pp | 67.9%-9.6pp |
| Annual return | -3.89% | -13.81%+9.9pp | -12.16%+8.3pp | -7.84%+4.0pp |
| Employer contribution / active EE | $545 | $2,193-75.2% | $2,921-81.3% | $2,596-79.0% |
| Participant deferral / active EE | $2,455 | $3,627-32.3% | $4,564-46.2% | $4,027-39.0% |
| Admin fee / account holder | $1,005 | $5,896-82.9% | $8,445-88.1% | $5,403-81.4% |