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 | $42,720 | $71,883-40.6% | $86,677-50.7% | $68,494-37.6% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.2pp | 67.9%-9.6pp |
| Annual return | -15.69% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,100 | $2,173-49.4% | $2,836-61.2% | $2,596-57.7% |
| Participant deferral / active EE | $2,458 | $3,779-35.0% | $4,656-47.2% | $4,027-39.0% |
| Admin fee / account holder | $758 | $6,112-87.6% | $7,493-89.9% | $5,403-86.0% |