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 | $22,893 | $69,010-66.8% | $159,960-85.7% | $68,494-66.6% |
| Participation rate | 59.8% | 65.4%-5.7pp | 78.0%-18.2pp | 67.9%-8.1pp |
| Annual return | -14.08% | -9.65%-4.4pp | 408.60%-422.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,533 | $2,213-30.7% | $4,226-63.7% | $2,596-40.9% |
| Participant deferral / active EE | $3,307 | $4,212-21.5% | $6,182-46.5% | $4,027-17.9% |
| Admin fee / account holder | $3,150 | $4,798-34.3% | $8,698-63.8% | $5,403-41.7% |