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 | $23,587 | $46,674-49.5% | $117,472-79.9% | $68,494-65.6% |
| Participation rate | 61.5% | 56.8%+4.8pp | 70.6%-9.0pp | 67.9%-6.3pp |
| Annual return | -12.62% | -14.52%+1.9pp | 29.74%-42.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $336 | $1,505-77.7% | $4,176-92.0% | $2,596-87.1% |
| Participant deferral / active EE | $1,199 | $2,636-54.5% | $4,070-70.5% | $4,027-70.2% |
| Admin fee / account holder | $4,707 | $4,020+17.1% | $5,645-16.6% | $5,403-12.9% |