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 | $43,410 | $73,004-40.5% | $90,749-52.2% | $68,494-36.6% |
| Participation rate | 41.7% | 70.8%-29.2pp | 75.7%-34.0pp | 67.9%-26.2pp |
| Annual return | -14.76% | -13.81%-1.0pp | -12.16%-2.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,402 | $2,193-36.1% | $2,921-52.0% | $2,596-46.0% |
| Participant deferral / active EE | $1,636 | $3,627-54.9% | $4,564-64.2% | $4,027-59.4% |
| Admin fee / account holder | $1,163 | $5,896-80.3% | $8,445-86.2% | $5,403-78.5% |