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 | $35,791 | $42,894-16.6% | $60,874-41.2% | $68,494-47.7% |
| Participation rate | 63.4% | 66.8%-3.4pp | 73.1%-9.7pp | 67.9%-4.5pp |
| Annual return | -16.92% | -13.98%-2.9pp | 16.90%-33.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,662 | $1,978+34.6% | $2,701-1.5% | $2,596+2.5% |
| Participant deferral / active EE | $3,364 | $2,867+17.3% | $3,817-11.9% | $4,027-16.5% |
| Admin fee / account holder | $2,100 | $3,101-32.3% | $3,224-34.9% | $5,403-61.1% |