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 | $39,898 | $56,357-29.2% | $104,294-61.7% | $68,494-41.7% |
| Participation rate | 45.9% | 63.3%-17.3pp | 73.3%-27.4pp | 67.9%-22.0pp |
| Annual return | -14.89% | -9.19%-5.7pp | 24.61%-39.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,149 | $1,960-41.4% | $3,372-65.9% | $2,596-55.7% |
| Participant deferral / active EE | $1,570 | $3,077-49.0% | $4,625-66.0% | $4,027-61.0% |
| Admin fee / account holder | $440 | $4,903-91.0% | $7,339-94.0% | $5,403-91.9% |