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 | $65,655 | $73,867-11.1% | $143,757-54.3% | $68,494-4.1% |
| Participation rate | 44.7% | 66.7%-21.9pp | 80.3%-35.6pp | 67.9%-23.2pp |
| Annual return | -14.57% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $620 | $3,184-80.5% | $4,951-87.5% | $2,596-76.1% |
| Participant deferral / active EE | $2,393 | $3,384-29.3% | $5,637-57.5% | $4,027-40.6% |
| Admin fee / account holder | $2,926 | $5,755-49.2% | $14,673-80.1% | $5,403-45.8% |