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 | $36,151 | $56,357-35.9% | $104,294-65.3% | $68,494-47.2% |
| Participation rate | 57.6% | 63.3%-5.7pp | 73.3%-15.7pp | 67.9%-10.3pp |
| Annual return | -4.91% | -9.19%+4.3pp | 24.61%-29.5pp | -7.84%+2.9pp |
| Employer contribution / active EE | $647 | $1,960-67.0% | $3,372-80.8% | $2,596-75.1% |
| Participant deferral / active EE | $2,492 | $3,077-19.0% | $4,625-46.1% | $4,027-38.1% |
| Admin fee / account holder | $704 | $4,903-85.6% | $7,339-90.4% | $5,403-87.0% |