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 | $37,559 | $64,707-42.0% | $112,228-66.5% | $68,494-45.2% |
| Participation rate | 64.6% | 67.2%-2.6pp | 75.1%-10.5pp | 67.9%-3.3pp |
| Annual return | -14.67% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,156 | $2,746-57.9% | $3,635-68.2% | $2,596-55.5% |
| Participant deferral / active EE | $3,301 | $3,565-7.4% | $4,728-30.2% | $4,027-18.0% |
| Admin fee / account holder | $5,391 | $5,232+3.0% | $6,410-15.9% | $5,403-0.2% |