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 | $18,839 | $54,229-65.3% | $70,092-73.1% | $68,494-72.5% |
| Participation rate | 62.2% | 64.5%-2.3pp | 70.5%-8.3pp | 67.9%-5.7pp |
| Annual return | -18.94% | -13.87%-5.1pp | 190.73%-209.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,397 | $2,018-30.8% | $2,559-45.4% | $2,596-46.2% |
| Participant deferral / active EE | $2,979 | $2,956+0.8% | $3,849-22.6% | $4,027-26.0% |
| Admin fee / account holder | $3,143 | $4,694-33.0% | $6,267-49.8% | $5,403-41.8% |