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 | $39,326 | $56,357-30.2% | $104,294-62.3% | $68,494-42.6% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -15.92% | -9.19%-6.7pp | 24.61%-40.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,095 | $1,960-44.1% | $3,372-67.5% | $2,596-57.8% |
| Participant deferral / active EE | $2,945 | $3,077-4.3% | $4,625-36.3% | $4,027-26.9% |
| Admin fee / account holder | $737 | $4,903-85.0% | $7,339-90.0% | $5,403-86.4% |