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 | $37,304 | $64,707-42.3% | $112,228-66.8% | $68,494-45.5% |
| Participation rate | 51.5% | 67.2%-15.7pp | 75.1%-23.6pp | 67.9%-16.4pp |
| Annual return | -15.32% | -11.40%-3.9pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,301 | $2,746-52.6% | $3,635-64.2% | $2,596-49.9% |
| Participant deferral / active EE | $1,838 | $3,565-48.4% | $4,728-61.1% | $4,027-54.4% |
| Admin fee / account holder | $5,106 | $5,232-2.4% | $6,410-20.3% | $5,403-5.5% |