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 | $54,651 | $64,707-15.5% | $112,228-51.3% | $68,494-20.2% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -15.41% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,594 | $2,746-42.0% | $3,635-56.1% | $2,596-38.6% |
| Participant deferral / active EE | $2,676 | $3,565-24.9% | $4,728-43.4% | $4,027-33.5% |
| Admin fee / account holder | $1,177 | $5,232-77.5% | $6,410-81.6% | $5,403-78.2% |