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 | $60,892 | $48,265+26.2% | $68,791-11.5% | $68,494-11.1% |
| Participation rate | 28.6% | 60.7%-32.1pp | 69.0%-40.5pp | 67.9%-39.3pp |
| Annual return | -18.59% | -12.71%-5.9pp | -6.38%-12.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,325 | $1,829-27.5% | $2,655-50.1% | $2,596-49.0% |
| Participant deferral / active EE | $2,209 | $2,867-22.9% | $3,941-44.0% | $4,027-45.1% |
| Admin fee / account holder | $2,020 | $4,355-53.6% | $4,932-59.0% | $5,403-62.6% |