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 | $53,960 | $64,707-16.6% | $112,228-51.9% | $68,494-21.2% |
| Participation rate | 52.6% | 67.2%-14.5pp | 75.1%-22.4pp | 67.9%-15.3pp |
| Annual return | -16.09% | -11.40%-4.7pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,842 | $2,746-32.9% | $3,635-49.3% | $2,596-29.0% |
| Participant deferral / active EE | $2,981 | $3,565-16.4% | $4,728-36.9% | $4,027-26.0% |
| Admin fee / account holder | $1,907 | $5,232-63.6% | $6,410-70.3% | $5,403-64.7% |