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 | $41,055 | $64,707-36.6% | $112,228-63.4% | $68,494-40.1% |
| Participation rate | 65.9% | 67.2%-1.3pp | 75.1%-9.2pp | 67.9%-2.0pp |
| Annual return | -16.96% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,464 | $2,746-10.2% | $3,635-32.2% | $2,596-5.1% |
| Participant deferral / active EE | $5,177 | $3,565+45.2% | $4,728+9.5% | $4,027+28.5% |
| Admin fee / account holder | $3,092 | $5,232-40.9% | $6,410-51.8% | $5,403-42.8% |