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 | $36,886 | $81,900-55.0% | $119,609-69.2% | $68,494-46.1% |
| Participation rate | 52.9% | 71.9%-19.0pp | 79.3%-26.3pp | 67.9%-14.9pp |
| Annual return | -15.20% | -23.82%+8.6pp | -14.97%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,436 | $2,693-46.7% | $4,232-66.1% | $2,596-44.7% |
| Participant deferral / active EE | $1,853 | $4,148-55.3% | $5,602-66.9% | $4,027-54.0% |
| Admin fee / account holder | $3,761 | $6,582-42.9% | $10,323-63.6% | $5,403-30.4% |