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 | $42,649 | $64,707-34.1% | $112,228-62.0% | $68,494-37.7% |
| Participation rate | 57.1% | 67.2%-10.0pp | 75.1%-17.9pp | 67.9%-10.7pp |
| Annual return | -10.73% | -11.40%+0.7pp | 27.45%-38.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,133 | $2,746-58.8% | $3,635-68.8% | $2,596-56.4% |
| Participant deferral / active EE | $6,953 | $3,565+95.1% | $4,728+47.1% | $4,027+72.7% |
| Admin fee / account holder | $647 | $5,232-87.6% | $6,410-89.9% | $5,403-88.0% |