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 | $49,564 | $71,883-31.0% | $86,677-42.8% | $68,494-27.6% |
| Participation rate | 66.2% | 72.2%-6.0pp | 76.6%-10.3pp | 67.9%-1.7pp |
| Annual return | -17.17% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,836 | $2,173-15.5% | $2,836-35.3% | $2,596-29.3% |
| Participant deferral / active EE | $3,859 | $3,779+2.1% | $4,656-17.1% | $4,027-4.2% |
| Admin fee / account holder | $6,121 | $6,112+0.2% | $7,493-18.3% | $5,403+13.3% |