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 | $37,158 | $59,805-37.9% | $79,550-53.3% | $68,494-45.7% |
| Participation rate | 61.0% | 61.1%-0.1pp | 69.5%-8.5pp | 67.9%-6.9pp |
| Annual return | -15.55% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $949 | $1,505-36.9% | $2,413-60.7% | $2,596-63.4% |
| Participant deferral / active EE | $2,209 | $3,024-27.0% | $3,985-44.6% | $4,027-45.2% |
| Admin fee / account holder | $2,863 | $4,835-40.8% | $6,832-58.1% | $5,403-47.0% |