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 | $60,296 | $73,004-17.4% | $90,749-33.6% | $68,494-12.0% |
| Participation rate | 37.0% | 70.8%-33.8pp | 75.7%-38.7pp | 67.9%-30.9pp |
| Annual return | -16.27% | -13.81%-2.5pp | -12.16%-4.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $849 | $2,193-61.3% | $2,921-70.9% | $2,596-67.3% |
| Participant deferral / active EE | $1,765 | $3,627-51.3% | $4,564-61.3% | $4,027-56.2% |
| Admin fee / account holder | $3,753 | $5,896-36.3% | $8,445-55.6% | $5,403-30.5% |