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 | $58,256 | $79,633-26.8% | $93,789-37.9% | $68,494-14.9% |
| Participation rate | 39.7% | 75.4%-35.7pp | 81.0%-41.3pp | 67.9%-28.2pp |
| Annual return | -16.72% | -0.10%-16.6pp | -11.33%-5.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,355 | $3,665-63.0% | $4,323-68.6% | $2,596-47.8% |
| Participant deferral / active EE | $3,198 | $5,158-38.0% | $6,094-47.5% | $4,027-20.6% |
| Admin fee / account holder | $1,308 | $6,871-81.0% | $7,195-81.8% | $5,403-75.8% |