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 | $16,785 | $56,357-70.2% | $104,294-83.9% | $68,494-75.5% |
| Participation rate | 61.0% | 63.3%-2.3pp | 73.3%-12.3pp | 67.9%-6.9pp |
| Annual return | -17.23% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,320 | $1,960-32.7% | $3,372-60.9% | $2,596-49.2% |
| Participant deferral / active EE | $1,819 | $3,077-40.9% | $4,625-60.7% | $4,027-54.8% |
| Admin fee / account holder | $6,337 | $4,903+29.3% | $7,339-13.7% | $5,403+17.3% |