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 | $58,920 | $64,707-8.9% | $112,228-47.5% | $68,494-14.0% |
| Participation rate | 48.8% | 67.2%-18.4pp | 75.1%-26.3pp | 67.9%-19.1pp |
| Annual return | -17.66% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,571 | $2,746-42.8% | $3,635-56.8% | $2,596-39.5% |
| Participant deferral / active EE | $2,632 | $3,565-26.2% | $4,728-44.3% | $4,027-34.6% |
| Admin fee / account holder | $1,877 | $5,232-64.1% | $6,410-70.7% | $5,403-65.3% |