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 | $15,265 | $54,229-71.9% | $70,092-78.2% | $68,494-77.7% |
| Participation rate | 52.0% | 64.5%-12.5pp | 70.5%-18.5pp | 67.9%-15.9pp |
| Annual return | -19.08% | -13.87%-5.2pp | 190.73%-209.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $820 | $2,018-59.4% | $2,559-68.0% | $2,596-68.4% |
| Participant deferral / active EE | $3,053 | $2,956+3.3% | $3,849-20.7% | $4,027-24.2% |
| Admin fee / account holder | $1,870 | $4,694-60.2% | $6,267-70.2% | $5,403-65.4% |