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 | $54,942 | $73,867-25.6% | $143,757-61.8% | $68,494-19.8% |
| Participation rate | 46.8% | 66.7%-19.9pp | 80.3%-33.6pp | 67.9%-21.1pp |
| Annual return | -14.88% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,217 | $3,184-61.8% | $4,951-75.4% | $2,596-53.1% |
| Participant deferral / active EE | $2,356 | $3,384-30.4% | $5,637-58.2% | $4,027-41.5% |
| Admin fee / account holder | $6,975 | $5,755+21.2% | $14,673-52.5% | $5,403+29.1% |