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 | $46,378 | $79,633-41.8% | $93,789-50.6% | $68,494-32.3% |
| Participation rate | 50.0% | 75.4%-25.4pp | 81.0%-31.0pp | 67.9%-17.9pp |
| Annual return | -14.92% | -0.10%-14.8pp | -11.33%-3.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,338 | $3,665-63.5% | $4,323-69.0% | $2,596-48.5% |
| Participant deferral / active EE | $2,500 | $5,158-51.5% | $6,094-59.0% | $4,027-37.9% |
| Admin fee / account holder | $17,718 | $6,871+157.9% | $7,195+146.3% | $5,403+227.9% |