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 | $38,298 | $42,894-10.7% | $60,874-37.1% | $68,494-44.1% |
| Participation rate | 54.1% | 66.8%-12.7pp | 73.1%-19.1pp | 67.9%-13.8pp |
| Annual return | -11.25% | -13.98%+2.7pp | 16.90%-28.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $948 | $1,978-52.1% | $2,701-64.9% | $2,596-63.5% |
| Participant deferral / active EE | $3,741 | $2,867+30.5% | $3,817-2.0% | $4,027-7.1% |
| Admin fee / account holder | $699 | $3,101-77.5% | $3,224-78.3% | $5,403-87.1% |