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 | $44,329 | $46,674-5.0% | $117,472-62.3% | $68,494-35.3% |
| Participation rate | 58.8% | 56.8%+2.0pp | 70.6%-11.8pp | 67.9%-9.1pp |
| Annual return | -14.19% | -14.52%+0.3pp | 29.74%-43.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $964 | $1,505-35.9% | $4,176-76.9% | $2,596-62.9% |
| Participant deferral / active EE | $2,097 | $2,636-20.4% | $4,070-48.5% | $4,027-47.9% |
| Admin fee / account holder | $17,895 | $4,020+345.2% | $5,645+217.0% | $5,403+231.2% |