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 | $31,961 | $73,867-56.7% | $143,757-77.8% | $68,494-53.3% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.3pp | 67.9%+1.1pp |
| Annual return | -14.48% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $446 | $3,184-86.0% | $4,951-91.0% | $2,596-82.8% |
| Participant deferral / active EE | $1,914 | $3,384-43.4% | $5,637-66.0% | $4,027-52.5% |
| Admin fee / account holder | $1,727 | $5,755-70.0% | $14,673-88.2% | $5,403-68.0% |