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 | $22,595 | $53,162-57.5% | $91,220-75.2% | $68,494-67.0% |
| Participation rate | 56.4% | 63.2%-6.8pp | 73.2%-16.8pp | 67.9%-11.5pp |
| Annual return | -16.45% | -3.14%-13.3pp | 114.01%-130.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,266 | $1,709-26.0% | $2,850-55.6% | $2,596-51.3% |
| Participant deferral / active EE | $3,051 | $2,974+2.6% | $4,234-27.9% | $4,027-24.2% |
| Admin fee / account holder | $3,731 | $4,493-17.0% | $5,420-31.2% | $5,403-30.9% |