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 | $38,566 | $53,162-27.5% | $91,220-57.7% | $68,494-43.7% |
| Participation rate | 65.4% | 63.2%+2.2pp | 73.2%-7.8pp | 67.9%-2.5pp |
| Annual return | -13.45% | -3.14%-10.3pp | 114.01%-127.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,022 | $1,709-40.2% | $2,850-64.1% | $2,596-60.6% |
| Participant deferral / active EE | $2,463 | $2,974-17.2% | $4,234-41.8% | $4,027-38.8% |
| Admin fee / account holder | $1,624 | $4,493-63.9% | $5,420-70.0% | $5,403-69.9% |