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 | $36,755 | $110,094-66.6% | $151,611-75.8% | $68,494-46.3% |
| Participation rate | 57.7% | 84.0%-26.3pp | 87.5%-29.8pp | 67.9%-10.2pp |
| Annual return | -17.08% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,610 | $4,471-64.0% | $6,166-73.9% | $2,596-38.0% |
| Participant deferral / active EE | $5,489 | $6,527-15.9% | $8,363-34.4% | $4,027+36.3% |
| Admin fee / account holder | $4,509 | $7,719-41.6% | $11,616-61.2% | $5,403-16.5% |