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 | $33,980 | $64,707-47.5% | $112,228-69.7% | $68,494-50.4% |
| Participation rate | 57.9% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.0pp |
| Annual return | -14.72% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,415 | $2,746-48.5% | $3,635-61.1% | $2,596-45.5% |
| Participant deferral / active EE | $2,035 | $3,565-42.9% | $4,728-57.0% | $4,027-49.5% |
| Admin fee / account holder | $1,331 | $5,232-74.6% | $6,410-79.2% | $5,403-75.4% |