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 | $43,986 | $45,602-3.5% | $117,472-62.6% | $66,914-34.3% |
| Participation rate | 49.0% | 57.6%-8.6pp | 70.6%-21.6pp | 69.8%-20.8pp |
| Annual return | -17.01% | -16.74%-0.3pp | 29.74%-46.7pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,119 | $1,579-29.1% | $4,176-73.2% | $2,544-56.0% |
| Participant deferral / active EE | $3,852 | $2,845+35.4% | $4,070-5.4% | $4,237-9.1% |
| Admin fee / account holder | $2,285 | $661+245.9% | $5,645-59.5% | $593+285.2% |