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 | $45,550 | $73,004-37.6% | $90,749-49.8% | $68,494-33.5% |
| Participation rate | 59.7% | 70.8%-11.1pp | 75.7%-16.0pp | 67.9%-8.1pp |
| Annual return | -17.09% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,490 | $2,193-32.1% | $2,921-49.0% | $2,596-42.6% |
| Participant deferral / active EE | $2,850 | $3,627-21.4% | $4,564-37.6% | $4,027-29.2% |
| Admin fee / account holder | $2,138 | $5,896-63.7% | $8,445-74.7% | $5,403-60.4% |