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 | $37,473 | $71,883-47.9% | $86,677-56.8% | $68,494-45.3% |
| Participation rate | 45.7% | 72.2%-26.6pp | 76.6%-30.9pp | 67.9%-22.2pp |
| Annual return | -17.45% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,005 | $2,173-53.8% | $2,836-64.6% | $2,596-61.3% |
| Participant deferral / active EE | $2,282 | $3,779-39.6% | $4,656-51.0% | $4,027-43.3% |
| Admin fee / account holder | $6,344 | $6,112+3.8% | $7,493-15.3% | $5,403+17.4% |