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 | $66,435 | $64,707+2.7% | $112,228-40.8% | $68,494-3.0% |
| Participation rate | 39.4% | 67.2%-27.8pp | 75.1%-35.7pp | 67.9%-28.5pp |
| Annual return | -13.59% | -11.40%-2.2pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,058 | $2,746-61.5% | $3,635-70.9% | $2,596-59.3% |
| Participant deferral / active EE | $2,220 | $3,565-37.7% | $4,728-53.0% | $4,027-44.9% |
| Admin fee / account holder | $1,176 | $5,232-77.5% | $6,410-81.7% | $5,403-78.2% |