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 | $55,447 | $73,867-24.9% | $143,757-61.4% | $68,494-19.0% |
| Participation rate | 48.3% | 66.7%-18.4pp | 80.3%-32.0pp | 67.9%-19.6pp |
| Annual return | -15.90% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $842 | $3,184-73.5% | $4,951-83.0% | $2,596-67.6% |
| Participant deferral / active EE | $1,383 | $3,384-59.1% | $5,637-75.5% | $4,027-65.7% |
| Admin fee / account holder | $4,067 | $5,755-29.3% | $14,673-72.3% | $5,403-24.7% |