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 | $45,339 | $54,229-16.4% | $70,092-35.3% | $68,494-33.8% |
| Participation rate | 40.7% | 64.5%-23.8pp | 70.5%-29.8pp | 67.9%-27.2pp |
| Annual return | -16.22% | -13.87%-2.4pp | 190.73%-207.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,065 | $2,018-47.2% | $2,559-58.4% | $2,596-59.0% |
| Participant deferral / active EE | $1,613 | $2,956-45.4% | $3,849-58.1% | $4,027-59.9% |
| Admin fee / account holder | $590 | $4,694-87.4% | $6,267-90.6% | $5,403-89.1% |