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 | $32,836 | $71,883-54.3% | $86,677-62.1% | $68,494-52.1% |
| Participation rate | 65.6% | 72.2%-6.7pp | 76.6%-11.0pp | 67.9%-2.3pp |
| Annual return | -15.70% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $766 | $2,173-64.8% | $2,836-73.0% | $2,596-70.5% |
| Participant deferral / active EE | $1,977 | $3,779-47.7% | $4,656-57.5% | $4,027-50.9% |
| Admin fee / account holder | $1,857 | $6,112-69.6% | $7,493-75.2% | $5,403-65.6% |