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 | $27,743 | $46,674-40.6% | $117,472-76.4% | $68,494-59.5% |
| Participation rate | 57.9% | 56.8%+1.1pp | 70.6%-12.7pp | 67.9%-10.0pp |
| Annual return | -14.36% | -14.52%+0.2pp | 29.74%-44.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $669 | $1,505-55.5% | $4,176-84.0% | $2,596-74.2% |
| Participant deferral / active EE | $3,290 | $2,636+24.8% | $4,070-19.2% | $4,027-18.3% |
| Admin fee / account holder | $1,039 | $4,020-74.1% | $5,645-81.6% | $5,403-80.8% |