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 | $63,845 | $46,674+36.8% | $117,472-45.7% | $68,494-6.8% |
| Participation rate | 25.4% | 56.8%-31.4pp | 70.6%-45.2pp | 67.9%-42.5pp |
| Annual return | -15.36% | -14.52%-0.8pp | 29.74%-45.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $519 | $1,505-65.5% | $4,176-87.6% | $2,596-80.0% |
| Participant deferral / active EE | $1,525 | $2,636-42.2% | $4,070-62.5% | $4,027-62.1% |
| Admin fee / account holder | $5,658 | $4,020+40.8% | $5,645+0.2% | $5,403+4.7% |