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 | $37,711 | $46,674-19.2% | $117,472-67.9% | $68,494-44.9% |
| Participation rate | 56.0% | 56.8%-0.8pp | 70.6%-14.6pp | 67.9%-11.9pp |
| Annual return | -18.07% | -14.52%-3.6pp | 29.74%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,228 | $1,505-18.4% | $4,176-70.6% | $2,596-52.7% |
| Participant deferral / active EE | $2,755 | $2,636+4.5% | $4,070-32.3% | $4,027-31.6% |
| Admin fee / account holder | $3,636 | $4,020-9.5% | $5,645-35.6% | $5,403-32.7% |