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 | $55,676 | $64,707-14.0% | $112,228-50.4% | $68,494-18.7% |
| Participation rate | 43.2% | 67.2%-24.0pp | 75.1%-31.9pp | 67.9%-24.7pp |
| Annual return | -18.61% | -11.40%-7.2pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,309 | $2,746-52.3% | $3,635-64.0% | $2,596-49.6% |
| Participant deferral / active EE | $2,368 | $3,565-33.6% | $4,728-49.9% | $4,027-41.2% |
| Admin fee / account holder | $916 | $5,232-82.5% | $6,410-85.7% | $5,403-83.1% |