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 | $54,196 | $48,265+12.3% | $68,791-21.2% | $68,494-20.9% |
| Participation rate | 34.8% | 60.7%-25.9pp | 69.0%-34.2pp | 67.9%-33.1pp |
| Annual return | -18.88% | -12.71%-6.2pp | -6.38%-12.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,389 | $1,829-24.0% | $2,655-47.7% | $2,596-46.5% |
| Participant deferral / active EE | $2,445 | $2,867-14.7% | $3,941-38.0% | $4,027-39.3% |
| Admin fee / account holder | $2,605 | $4,355-40.2% | $4,932-47.2% | $5,403-51.8% |