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 | $36,095 | $64,707-44.2% | $112,228-67.8% | $68,494-47.3% |
| Participation rate | 63.0% | 67.2%-4.2pp | 75.1%-12.1pp | 67.9%-4.9pp |
| Annual return | 0.10% | -11.40%+11.5pp | 27.45%-27.4pp | -7.84%+7.9pp |
| Employer contribution / active EE | $2,067 | $2,746-24.7% | $3,635-43.1% | $2,596-20.4% |
| Participant deferral / active EE | $2,943 | $3,565-17.4% | $4,728-37.8% | $4,027-26.9% |
| Admin fee / account holder | $1,839 | $5,232-64.8% | $6,410-71.3% | $5,403-66.0% |