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 | $24,766 | $81,900-69.8% | $119,609-79.3% | $68,494-63.8% |
| Participation rate | 66.2% | 71.9%-5.7pp | 79.3%-13.1pp | 67.9%-1.7pp |
| Annual return | -12.94% | -23.82%+10.9pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,253 | $2,693-16.3% | $4,232-46.8% | $2,596-13.2% |
| Participant deferral / active EE | $6,708 | $4,148+61.7% | $5,602+19.7% | $4,027+66.6% |
| Admin fee / account holder | $6,461 | $6,582-1.8% | $10,323-37.4% | $5,403+19.6% |