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 | $51,747 | $71,883-28.0% | $86,677-40.3% | $68,494-24.5% |
| Participation rate | 60.4% | 72.2%-11.8pp | 76.6%-16.2pp | 67.9%-7.5pp |
| Annual return | -17.56% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,312 | $2,173-39.6% | $2,836-53.7% | $2,596-49.5% |
| Participant deferral / active EE | $2,867 | $3,779-24.1% | $4,656-38.4% | $4,027-28.8% |
| Admin fee / account holder | $1,487 | $6,112-75.7% | $7,493-80.1% | $5,403-72.5% |