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 | $44,784 | $56,357-20.5% | $104,294-57.1% | $68,494-34.6% |
| Participation rate | 52.2% | 63.3%-11.0pp | 73.3%-21.0pp | 67.9%-15.6pp |
| Annual return | -11.36% | -9.19%-2.2pp | 24.61%-36.0pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,342 | $1,960-31.5% | $3,372-60.2% | $2,596-48.3% |
| Participant deferral / active EE | $2,689 | $3,077-12.6% | $4,625-41.9% | $4,027-33.2% |
| Admin fee / account holder | $5,199 | $4,903+6.0% | $7,339-29.2% | $5,403-3.8% |