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 | $44,747 | $73,004-38.7% | $90,749-50.7% | $68,494-34.7% |
| Participation rate | 56.0% | 70.8%-14.8pp | 75.7%-19.7pp | 67.9%-11.9pp |
| Annual return | -17.81% | -13.81%-4.0pp | -12.16%-5.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,018 | $2,193-53.6% | $2,921-65.2% | $2,596-60.8% |
| Participant deferral / active EE | $2,037 | $3,627-43.8% | $4,564-55.4% | $4,027-49.4% |
| Admin fee / account holder | $3,815 | $5,896-35.3% | $8,445-54.8% | $5,403-29.4% |