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 | $49,491 | $73,867-33.0% | $143,757-65.6% | $68,494-27.7% |
| Participation rate | 62.7% | 66.7%-4.0pp | 80.3%-17.6pp | 67.9%-5.2pp |
| Annual return | -15.76% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,842 | $3,184-42.1% | $4,951-62.8% | $2,596-29.0% |
| Participant deferral / active EE | $3,786 | $3,384+11.9% | $5,637-32.8% | $4,027-6.0% |
| Admin fee / account holder | $2,035 | $5,755-64.6% | $14,673-86.1% | $5,403-62.3% |