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 | $60,544 | $64,707-6.4% | $112,228-46.1% | $68,494-11.6% |
| Participation rate | 63.3% | 67.2%-3.8pp | 75.1%-11.7pp | 67.9%-4.6pp |
| Annual return | -18.09% | -11.40%-6.7pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,460 | $2,746-46.8% | $3,635-59.8% | $2,596-43.8% |
| Participant deferral / active EE | $3,337 | $3,565-6.4% | $4,728-29.4% | $4,027-17.1% |
| Admin fee / account holder | $1,165 | $5,232-77.7% | $6,410-81.8% | $5,403-78.4% |