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 | $64,355 | $69,010-6.7% | $159,960-59.8% | $68,494-6.0% |
| Participation rate | 47.5% | 65.4%-18.0pp | 78.0%-30.5pp | 67.9%-20.4pp |
| Annual return | -17.85% | -9.65%-8.2pp | 408.60%-426.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,246 | $2,213-43.7% | $4,226-70.5% | $2,596-52.0% |
| Participant deferral / active EE | $4,125 | $4,212-2.1% | $6,182-33.3% | $4,027+2.4% |
| Admin fee / account holder | $1,080 | $4,798-77.5% | $8,698-87.6% | $5,403-80.0% |