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 | $44,886 | $71,883-37.6% | $86,677-48.2% | $68,494-34.5% |
| Participation rate | 54.4% | 72.2%-17.9pp | 76.6%-22.2pp | 67.9%-13.5pp |
| Annual return | -15.62% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,789 | $2,173-17.6% | $2,836-36.9% | $2,596-31.1% |
| Participant deferral / active EE | $2,850 | $3,779-24.6% | $4,656-38.8% | $4,027-29.2% |
| Admin fee / account holder | $1,893 | $6,112-69.0% | $7,493-74.7% | $5,403-65.0% |