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 | $17,116 | $42,894-60.1% | $60,874-71.9% | $68,494-75.0% |
| Participation rate | 59.2% | 66.8%-7.6pp | 73.1%-13.9pp | 67.9%-8.7pp |
| Annual return | -15.14% | -13.98%-1.2pp | 16.90%-32.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,244 | $1,978-37.1% | $2,701-53.9% | $2,596-52.1% |
| Participant deferral / active EE | $1,513 | $2,867-47.2% | $3,817-60.4% | $4,027-62.4% |
| Admin fee / account holder | $3,058 | $3,101-1.4% | $3,224-5.2% | $5,403-43.4% |