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 | $51,191 | $73,867-30.7% | $143,757-64.4% | $68,494-25.3% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -14.30% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,136 | $3,184-64.3% | $4,951-77.1% | $2,596-56.2% |
| Participant deferral / active EE | $2,962 | $3,384-12.5% | $5,637-47.5% | $4,027-26.5% |
| Admin fee / account holder | $844 | $5,755-85.3% | $14,673-94.2% | $5,403-84.4% |