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 | $34,539 | $64,707-46.6% | $112,228-69.2% | $68,494-49.6% |
| Participation rate | 51.4% | 67.2%-15.8pp | 75.1%-23.7pp | 67.9%-16.5pp |
| Annual return | -12.52% | -11.40%-1.1pp | 27.45%-40.0pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,084 | $2,746-60.5% | $3,635-70.2% | $2,596-58.2% |
| Participant deferral / active EE | $2,199 | $3,565-38.3% | $4,728-53.5% | $4,027-45.4% |
| Admin fee / account holder | $7,055 | $5,232+34.8% | $6,410+10.1% | $5,403+30.6% |