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 | $34,567 | $53,162-35.0% | $91,220-62.1% | $68,494-49.5% |
| Participation rate | 52.1% | 63.2%-11.1pp | 73.2%-21.1pp | 67.9%-15.8pp |
| Annual return | -19.16% | -3.14%-16.0pp | 114.01%-133.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,292 | $1,709-24.4% | $2,850-54.7% | $2,596-50.2% |
| Participant deferral / active EE | $3,086 | $2,974+3.8% | $4,234-27.1% | $4,027-23.4% |
| Admin fee / account holder | $3,583 | $4,493-20.3% | $5,420-33.9% | $5,403-33.7% |