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 | $27,979 | $42,894-34.8% | $60,874-54.0% | $68,494-59.2% |
| Participation rate | 44.0% | 66.8%-22.8pp | 73.1%-29.1pp | 67.9%-23.9pp |
| Annual return | -17.20% | -13.98%-3.2pp | 16.90%-34.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,494 | $1,978-24.4% | $2,701-44.7% | $2,596-42.4% |
| Participant deferral / active EE | $2,820 | $2,867-1.6% | $3,817-26.1% | $4,027-30.0% |
| Admin fee / account holder | $1,941 | $3,101-37.4% | $3,224-39.8% | $5,403-64.1% |