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 | $56,609 | $61,660-8.2% | $80,019-29.3% | $64,186-11.8% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | -3.93% | -0.33%-3.6pp | 11.22%-15.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,200 | $1,810-33.7% | $2,468-51.4% | $2,381-49.6% |
| Participant deferral / active EE | $2,852 | $2,968-3.9% | $3,686-22.6% | $3,470-17.8% |
| Admin fee / account holder | $400 | $5,417-92.6% | $6,521-93.9% | $4,888-91.8% |