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 | $44,548 | $71,883-38.0% | $86,677-48.6% | $68,494-35.0% |
| Participation rate | 35.9% | 72.2%-36.3pp | 76.6%-40.6pp | 67.9%-32.0pp |
| Annual return | -17.38% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $886 | $2,173-59.2% | $2,836-68.8% | $2,596-65.9% |
| Participant deferral / active EE | $1,948 | $3,779-48.4% | $4,656-58.2% | $4,027-51.6% |
| Admin fee / account holder | $767 | $6,112-87.5% | $7,493-89.8% | $5,403-85.8% |