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 | $74,194 | $64,707+14.7% | $112,228-33.9% | $68,494+8.3% |
| Participation rate | 38.5% | 67.2%-28.7pp | 75.1%-36.6pp | 67.9%-29.4pp |
| Annual return | -19.02% | -11.40%-7.6pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,915 | $3,565-18.2% | $4,728-38.3% | $4,027-27.6% |
| Admin fee / account holder | $1,370 | $5,232-73.8% | $6,410-78.6% | $5,403-74.6% |