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 | $36,726 | $64,707-43.2% | $112,228-67.3% | $68,494-46.4% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -17.91% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,830 | $2,746-33.4% | $3,635-49.7% | $2,596-29.5% |
| Participant deferral / active EE | $2,706 | $3,565-24.1% | $4,728-42.8% | $4,027-32.8% |
| Admin fee / account holder | $1,572 | $5,232-70.0% | $6,410-75.5% | $5,403-70.9% |