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 | $41,667 | $73,867-43.6% | $143,757-71.0% | $68,494-39.2% |
| Participation rate | 64.3% | 66.7%-2.4pp | 80.3%-16.0pp | 67.9%-3.6pp |
| Annual return | -12.42% | 1.01%-13.4pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,324 | $3,184-58.4% | $4,951-73.2% | $2,596-49.0% |
| Participant deferral / active EE | $4,162 | $3,384+23.0% | $5,637-26.2% | $4,027+3.4% |
| Admin fee / account holder | $7,314 | $5,755+27.1% | $14,673-50.2% | $5,403+35.4% |