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 | $61,013 | $81,900-25.5% | $119,609-49.0% | $68,494-10.9% |
| Participation rate | 30.2% | 71.9%-41.7pp | 79.3%-49.1pp | 67.9%-37.7pp |
| Annual return | -18.00% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,944 | $2,693-27.8% | $4,232-54.1% | $2,596-25.1% |
| Participant deferral / active EE | $2,955 | $4,148-28.8% | $5,602-47.3% | $4,027-26.6% |
| Admin fee / account holder | $1,527 | $6,582-76.8% | $10,323-85.2% | $5,403-71.7% |