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 | $35,216 | $46,674-24.6% | $117,472-70.0% | $68,494-48.6% |
| Participation rate | 64.0% | 56.8%+7.2pp | 70.6%-6.6pp | 67.9%-3.9pp |
| Annual return | -18.04% | -14.52%-3.5pp | 29.74%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $817 | $1,505-45.7% | $4,176-80.4% | $2,596-68.5% |
| Participant deferral / active EE | $2,205 | $2,636-16.3% | $4,070-45.8% | $4,027-45.2% |
| Admin fee / account holder | $2,746 | $4,020-31.7% | $5,645-51.4% | $5,403-49.2% |