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 | $54,345 | $64,707-16.0% | $112,228-51.6% | $68,494-20.7% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -14.88% | -11.40%-3.5pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,480 | $2,746-9.7% | $3,635-31.8% | $2,596-4.5% |
| Participant deferral / active EE | $2,436 | $3,565-31.7% | $4,728-48.5% | $4,027-39.5% |
| Admin fee / account holder | $7,330 | $5,232+40.1% | $6,410+14.4% | $5,403+35.7% |