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 | $38,620 | $73,867-47.7% | $143,757-73.1% | $68,494-43.6% |
| Participation rate | 47.9% | 66.7%-18.8pp | 80.3%-32.4pp | 67.9%-20.0pp |
| Annual return | -18.38% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,751 | $3,184-45.0% | $4,951-64.6% | $2,596-32.5% |
| Participant deferral / active EE | $3,551 | $3,384+4.9% | $5,637-37.0% | $4,027-11.8% |
| Admin fee / account holder | $1,998 | $5,755-65.3% | $14,673-86.4% | $5,403-63.0% |