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 | $41,895 | $46,674-10.2% | $117,472-64.3% | $68,494-38.8% |
| Participation rate | 61.5% | 56.8%+4.8pp | 70.6%-9.0pp | 67.9%-6.3pp |
| Annual return | -16.74% | -14.52%-2.2pp | 29.74%-46.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,375 | $1,505-8.6% | $4,176-67.1% | $2,596-47.0% |
| Participant deferral / active EE | $3,272 | $2,636+24.1% | $4,070-19.6% | $4,027-18.7% |
| Admin fee / account holder | $3,775 | $4,020-6.1% | $5,645-33.1% | $5,403-30.1% |