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 | $44,998 | $64,707-30.5% | $112,228-59.9% | $68,494-34.3% |
| Participation rate | 56.5% | 67.2%-10.7pp | 75.1%-18.6pp | 67.9%-11.4pp |
| Annual return | -11.68% | -11.40%-0.3pp | 27.45%-39.1pp | -7.84%-3.8pp |
| Employer contribution / active EE | $987 | $2,746-64.1% | $3,635-72.9% | $2,596-62.0% |
| Participant deferral / active EE | $2,573 | $3,565-27.8% | $4,728-45.6% | $4,027-36.1% |
| Admin fee / account holder | $2,445 | $5,232-53.3% | $6,410-61.9% | $5,403-54.7% |