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 | $39,442 | $54,229-27.3% | $70,092-43.7% | $68,494-42.4% |
| Participation rate | 59.8% | 64.5%-4.7pp | 70.5%-10.7pp | 67.9%-8.1pp |
| Annual return | -18.13% | -13.87%-4.3pp | 190.73%-208.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,622 | $2,018-19.6% | $2,559-36.6% | $2,596-37.5% |
| Participant deferral / active EE | $2,321 | $2,956-21.5% | $3,849-39.7% | $4,027-42.4% |
| Admin fee / account holder | $1,390 | $4,694-70.4% | $6,267-77.8% | $5,403-74.3% |