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 | $58,544 | $59,805-2.1% | $79,550-26.4% | $68,494-14.5% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.5%-25.5pp | 67.9%-23.9pp |
| Annual return | -16.99% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,540 | $1,505+2.3% | $2,413-36.2% | $2,596-40.7% |
| Participant deferral / active EE | $3,633 | $3,024+20.1% | $3,985-8.8% | $4,027-9.8% |
| Admin fee / account holder | $2,052 | $4,835-57.6% | $6,832-70.0% | $5,403-62.0% |