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 | $52,264 | $73,867-29.2% | $143,757-63.6% | $68,494-23.7% |
| Participation rate | 54.8% | 66.7%-11.8pp | 80.3%-25.5pp | 67.9%-13.0pp |
| Annual return | -16.72% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,379 | $3,184-56.7% | $4,951-72.1% | $2,596-46.9% |
| Participant deferral / active EE | $5,000 | $3,384+47.7% | $5,637-11.3% | $4,027+24.2% |
| Admin fee / account holder | $1,775 | $5,755-69.2% | $14,673-87.9% | $5,403-67.1% |