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 | $42,259 | $73,867-42.8% | $143,757-70.6% | $68,494-38.3% |
| Participation rate | 58.5% | 66.7%-8.2pp | 80.3%-21.8pp | 67.9%-9.4pp |
| Annual return | -16.15% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,020 | $3,184-68.0% | $4,951-79.4% | $2,596-60.7% |
| Participant deferral / active EE | $1,262 | $3,384-62.7% | $5,637-77.6% | $4,027-68.7% |
| Admin fee / account holder | $2,171 | $5,755-62.3% | $14,673-85.2% | $5,403-59.8% |