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 | $59,475 | $73,867-19.5% | $143,757-58.6% | $68,494-13.2% |
| Participation rate | 66.1% | 66.7%-0.5pp | 80.3%-14.2pp | 67.9%-1.8pp |
| Annual return | -16.53% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,893 | $3,184-40.6% | $4,951-61.8% | $2,596-27.1% |
| Participant deferral / active EE | $5,114 | $3,384+51.1% | $5,637-9.3% | $4,027+27.0% |
| Admin fee / account holder | $16,711 | $5,755+190.4% | $14,673+13.9% | $5,403+209.3% |