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 | $43,432 | $46,674-6.9% | $117,472-63.0% | $68,494-36.6% |
| Participation rate | 43.9% | 56.8%-12.9pp | 70.6%-26.7pp | 67.9%-24.0pp |
| Annual return | -15.97% | -14.52%-1.4pp | 29.74%-45.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $344 | $1,505-77.1% | $4,176-91.8% | $2,596-86.7% |
| Participant deferral / active EE | $1,802 | $2,636-31.6% | $4,070-55.7% | $4,027-55.3% |
| Admin fee / account holder | $1,405 | $4,020-65.1% | $5,645-75.1% | $5,403-74.0% |