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 | $38,900 | $71,883-45.9% | $86,677-55.1% | $68,494-43.2% |
| Participation rate | 52.6% | 72.2%-19.6pp | 76.6%-23.9pp | 67.9%-15.3pp |
| Annual return | -18.13% | 3.52%-21.7pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,248 | $2,173-42.6% | $2,836-56.0% | $2,596-51.9% |
| Participant deferral / active EE | $3,192 | $3,779-15.5% | $4,656-31.4% | $4,027-20.7% |
| Admin fee / account holder | $1,212 | $6,112-80.2% | $7,493-83.8% | $5,403-77.6% |