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 | $16,298 | $42,894-62.0% | $60,874-73.2% | $68,494-76.2% |
| Participation rate | 53.8% | 66.8%-12.9pp | 73.1%-19.3pp | 67.9%-14.0pp |
| Annual return | -16.35% | -13.98%-2.4pp | 16.90%-33.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,127 | $1,978-43.0% | $2,701-58.3% | $2,596-56.6% |
| Participant deferral / active EE | $1,870 | $2,867-34.8% | $3,817-51.0% | $4,027-53.6% |
| Admin fee / account holder | $1,251 | $3,101-59.7% | $3,224-61.2% | $5,403-76.8% |