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 | $54,878 | $73,867-25.7% | $143,757-61.8% | $68,494-19.9% |
| Participation rate | 38.7% | 66.7%-27.9pp | 80.3%-41.6pp | 67.9%-29.2pp |
| Annual return | -15.06% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,169 | $3,184-31.9% | $4,951-56.2% | $2,596-16.5% |
| Participant deferral / active EE | $3,048 | $3,384-9.9% | $5,637-45.9% | $4,027-24.3% |
| Admin fee / account holder | $2,678 | $5,755-53.5% | $14,673-81.7% | $5,403-50.4% |