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 | $27,675 | $73,004-62.1% | $90,749-69.5% | $68,494-59.6% |
| Participation rate | 60.7% | 70.8%-10.1pp | 75.7%-15.0pp | 67.9%-7.2pp |
| Annual return | -14.84% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,648 | $2,193+20.8% | $2,921-9.3% | $2,596+2.0% |
| Participant deferral / active EE | $5,646 | $3,627+55.7% | $4,564+23.7% | $4,027+40.2% |
| Admin fee / account holder | $3,405 | $5,896-42.2% | $8,445-59.7% | $5,403-37.0% |