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 | $57,721 | $71,883-19.7% | $86,677-33.4% | $68,494-15.7% |
| Participation rate | 30.2% | 72.2%-42.0pp | 76.6%-46.4pp | 67.9%-37.7pp |
| Annual return | -10.60% | 3.52%-14.1pp | 35.91%-46.5pp | -7.84%-2.8pp |
| Employer contribution / active EE | $708 | $2,173-67.4% | $2,836-75.0% | $2,596-72.7% |
| Participant deferral / active EE | $1,750 | $3,779-53.7% | $4,656-62.4% | $4,027-56.5% |
| Admin fee / account holder | $6,432 | $6,112+5.2% | $7,493-14.2% | $5,403+19.0% |