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 | $31,711 | $64,707-51.0% | $112,228-71.7% | $68,494-53.7% |
| Participation rate | 65.6% | 67.2%-1.5pp | 75.1%-9.4pp | 67.9%-2.3pp |
| Annual return | -15.10% | -11.40%-3.7pp | 27.45%-42.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,545 | $2,746-7.3% | $3,635-30.0% | $2,596-2.0% |
| Participant deferral / active EE | $4,785 | $3,565+34.2% | $4,728+1.2% | $4,027+18.8% |
| Admin fee / account holder | $11,447 | $5,232+118.8% | $6,410+78.6% | $5,403+111.9% |