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 | $55,952 | $69,010-18.9% | $159,960-65.0% | $68,494-18.3% |
| Participation rate | 51.2% | 65.4%-14.2pp | 78.0%-26.8pp | 67.9%-16.7pp |
| Annual return | -17.72% | -9.65%-8.1pp | 408.60%-426.3pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,661 | $2,213-25.0% | $4,226-60.7% | $2,596-36.0% |
| Participant deferral / active EE | $4,230 | $4,212+0.4% | $6,182-31.6% | $4,027+5.0% |
| Admin fee / account holder | $1,881 | $4,798-60.8% | $8,698-78.4% | $5,403-65.2% |