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 | $27,433 | $71,883-61.8% | $86,677-68.3% | $68,494-59.9% |
| Participation rate | 61.0% | 72.2%-11.3pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | -14.40% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,104 | $2,173-49.2% | $2,836-61.1% | $2,596-57.5% |
| Participant deferral / active EE | $2,978 | $3,779-21.2% | $4,656-36.0% | $4,027-26.1% |
| Admin fee / account holder | $2,108 | $6,112-65.5% | $7,493-71.9% | $5,403-61.0% |