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 | $48,823 | $46,674+4.6% | $117,472-58.4% | $68,494-28.7% |
| Participation rate | 56.7% | 56.8%-0.1pp | 70.6%-13.9pp | 67.9%-11.2pp |
| Annual return | -18.09% | -14.52%-3.6pp | 29.74%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $794 | $1,505-47.2% | $4,176-81.0% | $2,596-69.4% |
| Participant deferral / active EE | $3,201 | $2,636+21.4% | $4,070-21.3% | $4,027-20.5% |
| Admin fee / account holder | $8,704 | $4,020+116.5% | $5,645+54.2% | $5,403+61.1% |